Matthew Medeiros

$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
GA	RA	APPROVED	2025-10-22
FL	RA	APPROVED	2025-06-25
TX	RA	APPROVED	2024-02-14
NY	RA	APPROVED	2024-01-02

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	07/2023	Present
Merrill Lynch	Princeton	NJ	10/2022	05/2023
Bank Of America	New York	NY	06/2022	08/2022
Arooga's Sports Bar	Ewing	NJ	11/2021	05/2022
Ocean Oyster Bar	Newark	NJ	03/2021	08/2021
Casa D'PAco	Newark	NJ	12/2018	03/2021
The College Of New Jersey	Ewing	NJ	09/2021	05/2023
Passaic County Community College	Paterson	NJ	01/2019	05/2021
Unemployed	Cranford	NJ	09/2012	09/2018
Fedex	Carteret	NJ	12/2020	02/2021
Bank Of America, N.A.	New York	NY	09/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2022 → 05/2023

Merrill Lynch

Princeton, NJ
06/2022 → 08/2022

Bank Of America

New York, NY
11/2021 → 05/2022

Arooga's Sports Bar

Ewing, NJ
03/2021 → 08/2021

Ocean Oyster Bar

Newark, NJ
12/2018 → 03/2021

Casa D'PAco

Newark, NJ
09/2021 → 05/2023

The College Of New Jersey

Ewing, NJ
01/2019 → 05/2021

Passaic County Community College

Paterson, NJ
09/2012 → 09/2018

Unemployed

Cranford, NJ
12/2020 → 02/2021

Fedex

Carteret, NJ
09/2023 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-28

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