Matthew R Linscott

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-10-14
MI	RA	APPROVED	2022-08-17

Branch Locations

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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	06/2017	01/2019
Comcast Cable	Grand Rapids	MI	04/2015	06/2017
E*Trade Securities Llc	Farmington Hills	MI	10/2019	01/2022
E*Trade Capital Management, Llc	Farmington Hills	MI	10/2019	01/2022
Unemployed	Grand Rapids	MI	02/2019	04/2019
Charter Communications	Grand Rapids	MI	04/2019	09/2019
E*Trade Securities Llc	Birmingham	MI	01/2022	06/2022
E*Trade Capital Management Llc	Birmingham	MI	01/2022	06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Farmington Hills	MI	08/2022	Present
Bank Of America N.A.	Farmington Hills	MI	10/2022	Present

06/2017 → 01/2019

Edward Jones

St. Louis, MO
04/2015 → 06/2017

Comcast Cable

Grand Rapids, MI
10/2019 → 01/2022

E*Trade Securities Llc

Farmington Hills, MI
10/2019 → 01/2022

E*Trade Capital Management, Llc

Farmington Hills, MI
02/2019 → 04/2019

Unemployed

Grand Rapids, MI
04/2019 → 09/2019

Charter Communications

Grand Rapids, MI
01/2022 → 06/2022

E*Trade Securities Llc

Birmingham, MI
01/2022 → 06/2022

E*Trade Capital Management Llc

Birmingham, MI
08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI
10/2022 → Present

Bank Of America N.A.

Farmington Hills, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-12

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