Matthew Dallas Pollard

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 05/2022
  Fairfield University
  Woburn, MA
• 09/2014 → 05/2018
  Woburn Memorial High School
  Woburn, MA
• 05/2016 → 02/2018
  Olympia
  Stoneham, MA
• 06/2018 → 09/2018
  Ymca
  Woburn, MA
• 06/2019 → 08/2019
  Merrill Lynch
  Beverly, MA
• 03/2020 → 02/2021
  Target
  Woburn, MA
• 06/2021 → 11/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2022 → 11/2022
  Northwestern Mutual Investment Services Llc
  Woburn, MA
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-07

Other Names

• Matthew Pollard
• Matthew Dallas Pollard