Matthew R Rodriguez

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 12/2020 → 08/2021
  Jw Marriott
  San Antonio, TX
• 08/2021 → 03/2022
  Unemployed
  San Antonio, TX
• 03/2022 → 08/2022
  Jw Marriott
  San Antonio, TX
• 08/2022 → 12/2022
  Unemployed
  San Antonio, TX
• 12/2022 → 01/2023
  San Antonio Spurs
  San Antonio, TX
• 03/2023 → 08/2023
  Jw Marriott
  San Antonio, TX
• 08/2023 → 05/2025
  Unemployed
  San Antonio, TX
• 10/2023 → 04/2024
  Shake Smart
  Fort Worth, TX
• 06/2024 → 08/2024
  Jordan Ford
  San Antonio, TX
• 08/2024 → 06/2025
  Unemployed
  San Antonio, TX
• 06/2025 → 05/2026
  Charles Schwab & Co., Inc.
  Austin, TX
• 01/2015 → 12/2020
  Unemployed
  San Antonio, TX
• 07/2026 → Present
  Bank Of America, N.A.
  San Antonio , TX

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26
• S63 Uniform Securities Agent State Law Examination
  2025-10-10

Other Names

• Matthew Rodriguez