Matthew P Collins

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

• 11/2011 → 03/2019
  New York Life Insurance Company
  New York, NY
• 11/2020 → 05/2022
  Jpmorgan Securities Llc
  Jersey City, NJ
• 04/2019 → 10/2020
  Grb Real Estate
  New York, NY
• 06/2022 → 06/2024
  Morgan Stanley
  New York, NY
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-26
• S63 Uniform Securities Agent State Law Examination
  2010-07-19

Other Names

• Matthew Paul Collins
• Matthew P Collins
• Matthew Collins