Matthew B Wood

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-08-30
GA	RA	APPROVED	2010-09-13

TX RA
APPROVED

Since 2011-08-30
GA RA
APPROVED

Since 2010-09-13

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	05/2010	Present
Bank Of America,Na	Atlanta	GA	08/2010	Present

05/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
08/2010 → Present

Bank Of America,Na

Atlanta, GA

Other Businesses

I*2738278, Entity Type: Entity For Profit, Name of OBA: Southpoint Vacations LLC, Address: St. Petersburg, Florida, 33702, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 09/18/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Property is managed by a 3rd party property management company, so my day to day involvement is very little. Rental Property owned by LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-09-07

S66 Uniform Combined State Law Examination

2010-09-07

View on SEC IAPD