Matthew Daniel Napoli

$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	2024-08-01
NY	RA	APPROVED	2024-07-19

Branch Locations

225 Liberty St, New York, NY 10281 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	02/2023	Present
Advisors Capital Management	Ridgewood	NJ	07/2021	01/2023
Weichert Realtors	Summit	NJ	11/2020	07/2021
Doordash	Short Hills	NJ	07/2020	11/2020
Wax Llc	New York	NY	07/2019	06/2020
Villanova University	Villanova	PA	08/2015	05/2019
Columbia Sportswear	Riverhead	NY	07/2017	08/2017

02/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2021 → 01/2023

Advisors Capital Management

Ridgewood, NJ
11/2020 → 07/2021

Weichert Realtors

Summit, NJ
07/2020 → 11/2020

Doordash

Short Hills, NJ
07/2019 → 06/2020

Wax Llc

New York, NY
08/2015 → 05/2019

Villanova University

Villanova, PA
07/2017 → 08/2017

Columbia Sportswear

Riverhead, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-18