Matthew Fechtelkotter

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

• 05/2019 → Present
  Bank Of America, N.A.
  Boston, MA
• 06/2015 → 05/2019
  Platform Q Health
  Needham, MA
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*3266266 Entity Type: Charitable Name of OBA: Salvation Army Address: Canton, Massachusetts, 2021 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 20, Yearly Duties: Non-profit social service provider member of advisory board, providing counsel on Social Service, Community Relations and Development, and Capital Campaign programs

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01