Matthew R Lindelli

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

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2025 → Present
  Publix
  Marietta, GA
• 05/2018 → 04/2019
  Community Cup
  Cumming, GA
• 08/2015 → 05/2019
  Forsyth Central High School
  Cumming, GA
• 08/2019 → 05/2024
  Kennesaw State University
  Kennesaw, GA
• 10/2016 → 08/2019
  Publix
  Dawsonville, GA
• 08/2019 → 08/2025
  Publix Pharmacy
  Marietta, GA
• 09/2025 → Present
  Bank Of America, N.A.
  Atlanta, GA

Other Businesses

I*: 2797264 Entity Type: For Profit Name: Publix Investment-related: No Address: Marietta, GA 30062 Title, or relationship: Immunizing Pharmacy Technician Start date of your relationship: 09/13/2025 Hours/month you devote to the other business: 4 hours monthly Hours you devote to the other business during securities trading hours: 0 Duties: Assist in immunizing and maintain prescription processing. Maintain previously established patient relationships.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20