Ian M Matthews

$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	2024-11-30
CT	RA	APPROVED	2024-11-20

Branch Locations

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

Organization	City	State	From	To
Unemployed	Acton	MA	05/2023	10/2023
Equitable Advisors, Llc.	New York	NY	11/2023	10/2024
Syracuse University	Syracuse	NY	08/2019	05/2023
Nike Tennis Camp	Lancaster	MA	06/2019	08/2019
Acton Boxborough Regional Highschool	Acton	MA	11/2015	06/2019
Kimball Farm	Westford	MA	04/2018	10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	10/2024	Present
Crunchtime! Information Systems	Boston	MA	06/2021	08/2021
Crunchtime! Information Systems	Boston	MA	06/2022	08/2022
Bank Of America, N.A.	Boston	MA	11/2024	Present

05/2023 → 10/2023

Unemployed

Acton, MA
11/2023 → 10/2024

Equitable Advisors, Llc.

New York, NY
08/2019 → 05/2023

Syracuse University

Syracuse, NY
06/2019 → 08/2019

Nike Tennis Camp

Lancaster, MA
11/2015 → 06/2019

Acton Boxborough Regional Highschool

Acton, MA
04/2018 → 10/2018

Kimball Farm

Westford, MA
10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
06/2021 → 08/2021

Crunchtime! Information Systems

Boston, MA
06/2022 → 08/2022

Crunchtime! Information Systems

Boston, MA
11/2024 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-14

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