Matthew Donald Deluca

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

• 07/2002 → Present
  Bank Of America, N.A.
  Little Rock, AR
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR

Previous Registrations

• 2002-07-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Little Rock, AR
  Little Rock, AR
  Little Rock, AR
• 1999-04-15 → 2002-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR

Exams

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

Other Names

• Matthew D Deluca