Matthew Hernandez

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2022 → 10/2025
  Bank Of America
  Rosenberg, TX
• 10/2021 → 07/2022
  Carmax
  Daytona Beach, FL
• 06/2021 → 08/2021
  Crossmen Drum And Bugle Corps
  San Antonio, TX
• 03/2021 → 06/2022
  Home Depot
  Sugar Land, TX
• 02/2021 → 04/2021
  Team Gillman Honda
  Rosenberg, TX
• 05/2020 → 08/2020
  Carmax
  Richmond, TX
• 05/2019 → 08/2019
  Stripes- 7/11
  Rosenberg, TX
• 01/2019 → 05/2019
  Marco's Pizza
  Sugar Land, TX
• 11/2018 → 01/2019
  Academy
  Rosenberg, TX
• 08/2019 → 05/2020
  University Of Houston
  Houston, TX
• 08/2020 → 02/2021
  University Of Houston
  Houston, TX
• 08/2021 → 10/2021
  University Of Houston
  Houston, TX
• 01/2015 → 11/2018
  Unemployed
  Rosenberg, TX
• 11/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-04-22

Other Names

• Matthew Edward Hernandez