Matthew A Zamorek

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

• 03/2023 → 05/2026
  Empower Retirement
  Greeenwood Village, CO
• 01/2023 → 03/2023
  Unemployed
  Cleveland, OH
• 08/2022 → 01/2023
  Progressive
  Cleveland, OH
• 10/2021 → 07/2022
  Rocket Mortgage
  Celveland, OH
• 08/2021 → 10/2021
  Unemployed
  Cleveland, OH
• 02/2020 → 08/2021
  Keybank
  Cleveland, OH
• 02/2012 → 01/2020
  Wegmans
  Buffalo, NY
• 03/2023 → 05/2026
  Empower Advisory Group
  Greenwood Village, CO
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Parma, OH
• 11/2025 → 03/2026
  Fedex Ground
  Richfield, OH
• 08/2021 → 01/2026
  Downtown Mccarthys
  Cleveland, OH
• 01/2023 → 04/2023
  Anheuser-Busch Companies
  Cleveland , OH

Previous Registrations

• 2025-07-16 → 2026-05-26
  Empower Advisory Group, Llc
  Cleveland, OH
  Greenwood Village, CO

Other Businesses

I*4872268 Entity Type: Rental Property Name of OBA: Rental Property - 09-Jul-26 - 1 Address: Cleveland, Ohio, 44109 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 12/21/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31
• S65 Uniform Investment Adviser Law Examination
  2025-03-08

Other Names

• Matthew Anthony Zamorek