Matthew Kutzer

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

• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2018 → 12/2022
  Northeastern University
  Boston, MA
• 09/2020 → 12/2022
  Keller Williams
  Chestnut Hill, MA
• 06/2022 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 01/2022 → 06/2022
  L.E.K. Consulting
  Boston, MA
• 01/2020 → 06/2020
  State Street Corp.
  Boston, MA
• 06/2018 → 01/2020
  Boardwalk Properties
  Boston, MA
• 09/2014 → 06/2018
  Westwood High School
  Westwood, MA
• 06/2016 → 01/2018
  Lifetime Fitness
  Westwood, MA
• 11/2024 → Present
  Bank Of America, N.A.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-03

Other Names

• Matthew Cole Kutzer