Matthew William Burkhalter

$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	2019-06-05
FL	RA	APPROVED	2018-04-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sarasota	FL	10/2017	02/2018
Iheart Media Honolulu	Honolulu	HI	06/2015	10/2017
Lanikai Bath And Body	Kailua	HI	04/2015	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sarasota	FL	03/2018	Present
Bank Of America, N.A.	Sarasota	FL	07/2018	Present

10/2017 → 02/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL
06/2015 → 10/2017

Iheart Media Honolulu

Honolulu, HI
04/2015 → 05/2017

Lanikai Bath And Body

Kailua, HI
03/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL
07/2018 → Present

Bank Of America, N.A.

Sarasota, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-12

Nearby Firms