Matthew Ross Dreisbach

$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
TX	RA	APPROVED	2026-02-13
NY	RA	APPROVED	2025-12-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2022	Present
Mountain Ridge Country Club	West Caldwell	NJ	06/2019	12/2021
Unemployed	Denville	NJ	12/2021	03/2022
Picklelicious	Teaneck	NJ	06/2015	06/2019
Floyd Hall Enterprises Llc	Little Falls	NJ	09/2015	09/2017
Metropolitan Golf Association Foundation	West Caldwell	NJ	06/2019	11/2019
Montclair State University	Montclair	NJ	09/2019	08/2021

03/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2019 → 12/2021

Mountain Ridge Country Club

West Caldwell, NJ
12/2021 → 03/2022

Unemployed

Denville, NJ
06/2015 → 06/2019

Picklelicious

Teaneck, NJ
09/2015 → 09/2017

Floyd Hall Enterprises Llc

Little Falls, NJ
06/2019 → 11/2019

Metropolitan Golf Association Foundation

West Caldwell, NJ
09/2019 → 08/2021

Montclair State University

Montclair, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-06