Matthew Merrill Montague

$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	2023-11-14
CA	RA	APPROVED	2023-09-06

Branch Locations

275 E Rivulon Blvd, Gilbert, AZ 85297 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Gilbert	AZ	05/2023	Present
The Raymond Company	Mesa	AZ	05/2021	05/2023
Wood-N-Crate Designs	Mesa	AZ	08/2019	04/2021
Gold Medal Landscaping Company	Mesa	AZ	05/2020	07/2020
Church Of Jesus Christ Of Latter Day Saints	Mesa	AZ	07/2017	07/2019
Mesa High School	Mesa	AZ	08/2013	05/2017
Arizona State University	Tempe	AZ	08/2019	05/2023
Bank Of America, N.A.	Gilbert	AZ	07/2023	Present

05/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gilbert, AZ
05/2021 → 05/2023

The Raymond Company

Mesa, AZ
08/2019 → 04/2021

Wood-N-Crate Designs

Mesa, AZ
05/2020 → 07/2020

Gold Medal Landscaping Company

Mesa, AZ
07/2017 → 07/2019

Church Of Jesus Christ Of Latter Day Saints

Mesa, AZ
08/2013 → 05/2017

Mesa High School

Mesa, AZ
08/2019 → 05/2023

Arizona State University

Tempe, AZ
07/2023 → Present

Bank Of America, N.A.

Gilbert, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-02