Matthew Joseph Bonetto

$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
NC	RA	APPROVED	2025-09-27

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2025	Present
Unemployed	Charlotte	NC	05/2025	07/2025
Appalachian State University	Boone	NC	08/2021	05/2025
Drift On Lake Wylie	Belmont	NC	05/2022	08/2022
Mcgirt Trucking Inc.	Charlotte	NC	06/2021	08/2021
Charlotte Catholic Highschool	Charlotte	NC	08/2017	05/2021
Unemployed	Charlotte	NC	06/2017	08/2017
Queens Grant Community School	Mint Hill	NC	08/2014	06/2017
Bank Of America, N.A.	Charlotte	NC	01/2026	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
05/2025 → 07/2025

Unemployed

Charlotte, NC
08/2021 → 05/2025

Appalachian State University

Boone, NC
05/2022 → 08/2022

Drift On Lake Wylie

Belmont, NC
06/2021 → 08/2021

Mcgirt Trucking Inc.

Charlotte, NC
08/2017 → 05/2021

Charlotte Catholic Highschool

Charlotte, NC
06/2017 → 08/2017

Unemployed

Charlotte, NC
08/2014 → 06/2017

Queens Grant Community School

Mint Hill, NC
01/2026 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-26