Matthew D Black

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

• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
• 11/2020 → 10/2021
  Goosehead Insurance
  Westlake, TX
• 05/2016 → 10/2020
  Abc Fitness
  Sherwood, AR
• 07/2022 → Present
  Bank Of America, N.A.
  Little Rock, AR

Other Businesses

I receive income from a Duplex I own that is rented out. It has two units located at 123 S. Schiller St., Little Rock, AR 72205. I use a property management company to run the property and will devote approximately 1 hour per month outside of Securities trading hours. My duties are fairly small but essentially include approval of certain expenses related to property or setting rent price levels.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21