Matthew Anthony Turcotte

$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
TX	RA	APPROVED	2021-10-06
IA	RA	APPROVED	2020-02-10

Branch Locations

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

Organization	City	State	From	To
Dan Deery Toyota	Cedar Falls	IA	06/2016	06/2019
Firstheartland Financial Group	Clive	IA	04/2019	01/2020
Lincoln Financial Securities, Inc.	Clive	IA	09/2019	01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Des Moines	IA	01/2020	Present
University Of Northern Iowa	Cedar Falls	IA	08/2016	05/2019
American Eagle Outfitters	Cedar Falls	IA	11/2016	11/2017
Bank Of America, N.A.	West Des Moines	IA	02/2020	Present

06/2016 → 06/2019

Dan Deery Toyota

Cedar Falls, IA
04/2019 → 01/2020

Firstheartland Financial Group

Clive, IA
09/2019 → 01/2020

Lincoln Financial Securities, Inc.

Clive, IA
01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Des Moines, IA
08/2016 → 05/2019

University Of Northern Iowa

Cedar Falls, IA
11/2016 → 11/2017

American Eagle Outfitters

Cedar Falls, IA
02/2020 → Present

Bank Of America, N.A.

West Des Moines, IA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-14

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