Matthew Thomas Benedetti

$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:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-08-06
TX	RA	APPROVED_RES	2023-11-14
NJ	RA	APPROVED	2023-07-07

Branch Locations

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

Organization	City	State	From	To
Rutgers University	Newark	NJ	06/2013	12/2017
The Pool Shop Llc	Marlboro	NJ	05/2016	10/2017
National Securities Corporation	New York	NY	01/2017	03/2017
Ubs Financial Services Inc.	Charlotte	NC	12/2017	05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Florham Park	NJ	05/2023	Present
Rutgers Business School - Newark	Newark	NJ	09/2013	12/2017
Bank Of America, N.A	Florham Park	NJ	06/2023	Present

06/2013 → 12/2017

Rutgers University

Newark, NJ
05/2016 → 10/2017

The Pool Shop Llc

Marlboro, NJ
01/2017 → 03/2017

National Securities Corporation

New York, NY
12/2017 → 05/2023

Ubs Financial Services Inc.

Charlotte, NC
05/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ
09/2013 → 12/2017

Rutgers Business School - Newark

Newark, NJ
06/2023 → Present

Bank Of America, N.A

Florham Park, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-15

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