Matthew L Mcdaniel

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

• 04/2013 → Present
  Merrill Lynch Pierce Fenner & Smith Inc
  Little Rock, AR
• 04/2013 → Present
  Bank Of America, N.A.
  Little Rock, AR

Previous Registrations

• 2009-04-08 → 2013-04-15
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2006-11-01 → 2009-03-11
  Stanford Group Company
  Little Rock, AR
• 2004-11-04 → 2006-11-10
  Stillpoint Wealth Management, Llc
  Atlanta, GA
  Little Rock, AR
• 1996-09-26 → 2004-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-22
• S63 Uniform Securities Agent State Law Examination
  1995-09-28

Other Names

• Matthew L Mcdaniel
• Matthew Lee Mcdaniel