Matthew A Kilmer

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

• 06/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY
• 06/2011 → Present
  Bank Of America, N.A.
  Pittsford, NY

Other Businesses

I*2453289, Entity Type: Entity For Profit, Name of OBA: MALITA REAL ESTATE HOLDINGS, Address: pittsford, New York, 14534, Investment Related: N, Position, Title, Association: Other, Employee State Date: 11/27/2017, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: None, LLC to hold interest in real estate LP stake

Exams

• S66 Uniform Combined State Law Examination
  1999-02-12

Other Names

• Matt Kilmer
• Matthew A Kilmer
• Matt Kilmer
• Matthew Alan Kilmer