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Matthew Christopher Levi Mcdowell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Knoxville, TN

CRD 7877052

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-21
  • TN RA
    APPROVED
    Since 2026-07-21

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

800 S Gay St, Knoxville, TN 37929 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Valley Middle School Knoxville TN 02/2014 03/2020
The Club At Gettysvue Knoxville TN 05/2017 01/2019
Main Event Entertainment Knoxville TN 12/2019 08/2020
West Valley Middle School Nashville TN 08/2020 09/2021
Travelcenters Of America Antioch TN 02/2021 08/2021
Unemployed Knoxville TN 08/2021 10/2021
Worldwide Equipment Inc Knoxville TN 11/2021 12/2022
Unemployed Knoxville TN 01/2023 02/2023
Premier Truck Group Knoxville TN 02/2023 08/2023
Total Quality Logistics Knoxville TN 08/2023 02/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2024 12/2025
Northwestern Mutual Investment Services Llc Knoxville TN 09/2025 12/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 12/2025 Present
Power Equipment Company Knoxville TN 08/2021 11/2021
Kroger Inc Hermitage TN 08/2020 11/2020
American Gold Corporation / American Golf Corporation Knoxville TN 05/2017 12/2019
Carmax Inc Antioch TN 11/2020 02/2021
Car Fix Management Llc Crossville TN 12/2023 01/2024
Bank Of America, N.A. Knoxville TN 03/2026 Present
  • 02/2014 → 03/2020
    West Valley Middle School
    Knoxville, TN
  • 05/2017 → 01/2019
    The Club At Gettysvue
    Knoxville, TN
  • 12/2019 → 08/2020
    Main Event Entertainment
    Knoxville, TN
  • 08/2020 → 09/2021
    West Valley Middle School
    Nashville, TN
  • 02/2021 → 08/2021
    Travelcenters Of America
    Antioch, TN
  • 08/2021 → 10/2021
    Unemployed
    Knoxville, TN
  • 11/2021 → 12/2022
    Worldwide Equipment Inc
    Knoxville, TN
  • 01/2023 → 02/2023
    Unemployed
    Knoxville, TN
  • 02/2023 → 08/2023
    Premier Truck Group
    Knoxville, TN
  • 08/2023 → 02/2024
    Total Quality Logistics
    Knoxville, TN
  • 04/2024 → 12/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2025 → 12/2025
    Northwestern Mutual Investment Services Llc
    Knoxville, TN
  • 12/2025 → Present
    Knoxville, TN
  • 08/2021 → 11/2021
    Power Equipment Company
    Knoxville, TN
  • 08/2020 → 11/2020
    Kroger Inc
    Hermitage, TN
  • 05/2017 → 12/2019
    American Gold Corporation / American Golf Corporation
    Knoxville, TN
  • 11/2020 → 02/2021
    Carmax Inc
    Antioch, TN
  • 12/2023 → 01/2024
    Car Fix Management Llc
    Crossville, TN
  • 03/2026 → Present
    Bank Of America, N.A.
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-21
  • S66 Uniform Combined State Law Examination
    2026-07-21
Other Names
  • Matthew Cl Mcdowell
  • Matthew Christopher Levi Mcdowell
  • Matthew C Mcdowell

View on SEC IAPD

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