Mateusz Kazimierz Demkowicz

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2018 → 03/2025
  Bank Of America, N.A.
  New York, NY
• 04/2016 → 11/2018
  Pnc Bank
  Cherry Hill, NJ
• 06/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*: 2285259 Entity Type: For Profit Name: BBM&ASSOCIATES LLC Investment Related: No Address: HARRISON, NJ 07029 Position: General Partner/Managing Member, Director Start Date : 01-Nov-2023 Hour Devoted: 2 hrs wkly Hours Devoted during trading hours: 0 Duties: Art/media/creative development; sole member/artist; - artistic development and creation I*: 1259315 Entity Type: For Profit Name of OBA: private business enterprise - media Address: Harrison, NJ 07029 Investment Related: No Position, Title, Association: Officer Employee Start Date: 01/01/2023 Number of Hours: 20 hrs wkly Number of Hours during trading: 0 Duties: business development

Exams

• S66 Uniform Combined State Law Examination
  2025-10-06

Other Names

• Matthew Kazimierz Maksymilian Demkowicz
• Mateusz Demkowicz