Matthew G Rafferty

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

• 07/2013 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Philadelphia, PA
• 04/2014 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Other Businesses

I*3449276 Entity Type: Entity For Profit Name of OBA: GR Partners, LLC Address: Fort Washington, Pennsylvania, 19034 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/05/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Pooled Investment Vehicle Passive Investor

Exams

• S66 Uniform Combined State Law Examination
  2014-01-24

Other Names

• Matthew Gerard Matthew