Matthew Zuber

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

• 02/2013 → 03/2017
  Pnc Bank
  Pittsburgh, PA
• 02/2013 → 03/2017
  Pnc Investments
  Pittsburgh, PA
• 03/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deland, FL
• 03/2017 → Present
  Bank Of America, N.A
  Deland, FL

Previous Registrations

• 2013-02-27 → 2017-03-29
  Pnc Wealth Management Llc
  Orlando, FL
  Palm Coast, FL
  Orlando, FL
  Tampa, FL
• 2011-07-14 → 2012-04-30
  Morgan Stanley
  Ormond Beach, FL
• 2009-02-09 → 2011-02-24
  Holland Advisory Services, Inc.
  Ormond Beach, FL
  Ormond Beach, FL
  Ormond Beach, FL

Other Businesses

I*3826278, Entity Type: Entity Charitable, Name of OBA: DZL Sports Network, Address: royal palm beach, Florida, 33411, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 04/01/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: manager/director overseeing scholarships, Scholarships and sports equipment for sports leagues

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-08-05
• S65 Uniform Investment Adviser Law Examination
  2008-12-22

Other Names

• Matthew Robert Zuber