Matthew James Michels

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 11/2020 → Present
  Publix
  Jacksonville Beach , FL
• 08/2017 → 11/2020
  George Jenkins High School
  Lakeland , FL
• 08/2014 → 08/2017
  Lawton Chiles Middle Academy
  Lakeland, FL
• 08/2020 → 08/2022
  Polk State College
  Lakeland, FL
• 08/2022 → 05/2025
  University Of North Florida
  Jacksonville, FL

Other Businesses

I*: 4539277 Entity Type: For Profit Name of the other business Publix Whether the business is investment-related it is not a investment related activity Address of the other business Jacksonville Beach, Florida. Your position: Employee Start date of your relationship 11/17/2020 Approximate number of hours/month you devote to the other business: 4 hrs wkly Number of hours you devote to the other business during securities trading hours : 0 Briefly describe your duties relating to the other business: My duties are providing service with customers checking out, cashiering

Exams

• S66 Uniform Combined State Law Examination
  2026-07-24

Other Names

• Matthew Michels