Matthew Charles Matossian

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Andover, MA
• 08/2023 → 08/2024
  Geraci Law Llc
  Chicago, IL
• 05/2023 → 08/2023
  Needham Park And Recreation
  Needham, MA
• 06/2018 → 05/2023
  Needham Park And Recreation
  Needham, MA
• 09/2019 → 05/2023
  University Of Massachusetts Amherst
  Amherst, MA
• 01/2016 → 06/2018
  Unemployed
  Needham, MA
• 06/2026 → Present
  Bank Of America, N.A
  Andover, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29

Other Names

• Matthew Matossian