Matthew Steven Riggleman

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-08-15
TX	RA	APPROVED	2021-08-02
MI	RA	APPROVED	2020-09-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	05/2020	Present
Bentley University	Waltham	MA	08/2016	05/2020
Merrill Lynch	Bloomfield Hills	MI	06/2019	08/2019
Sellers Buick Gmc	Farmington Hills	MI	05/2018	08/2018
Bank Of America, N.A.	Bloomfield Hills	MI	08/2020	Present

05/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
08/2016 → 05/2020

Bentley University

Waltham, MA
06/2019 → 08/2019

Merrill Lynch

Bloomfield Hills, MI
05/2018 → 08/2018

Sellers Buick Gmc

Farmington Hills, MI
08/2020 → Present

Bank Of America, N.A.

Bloomfield Hills, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-02

Nearby Firms