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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-22
DE RA APPROVED 2020-12-14
PA RA APPROVED 2018-10-31
  • TX RA
    APPROVED_RES
    Since 2021-09-22
  • DE RA
    APPROVED
    Since 2020-12-14
  • PA RA
    APPROVED
    Since 2018-10-31

Branch Locations

2951 Centerville Rd, Wilmington, DE 19808 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 08/2018 Present
Stifel Trust Company Delaware, N.A. Wilmington DE 12/2015 07/2018
Bank Of America, N.A. Philadelphia PA 10/2018 Present
Other Businesses

I*1043272For profit or not for profit: Entity CharitableName of outside business organization: Ducks Unlimited Brandywine ChapterInvestment related: NAddress of business: Greenville, Delaware, 19807Nature of business: ["Charitable Organization"]Position, title, association: ["Committee"], [["Other"]]Start date of relationship: 10/19/2022Number of hours devoted: 20 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , planning committee for the annual fundraising gala I* 1767281For profit or not for profit: Entity CharitableName of outside business organization: First State Squash, Inc.Investment related: noAddress of business: Wilmington, DE, 19801Nature of business: Charitable OrganizationPosition, title, association: CommitteeStart date of relationship: 03/26/2024Number of hours devoted: 3 monthly Number of hours devoted during trading hours: 0Duties: Investment Committee Member I*5303268, Entity Type: Entity Charitable, Name of OBA: Christ Church Christiana Hundred, Address: Wilmington, Delaware, 19807, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 09/15/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Finance Committee Place of worship and faith community

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-30
  • S66 Uniform Combined State Law Examination
    2018-10-30
Other Names
  • Matthew E Perny
  • Matthew E Perny
  • Matthew Perny

View on SEC IAPD

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