Matthew Tyler Hill

$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	2025-10-16
NC	RA	APPROVED	2025-09-26

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2025	Present
Harris Teeter	Indian Trail	NC	04/2020	06/2025
Piedmont High School	Monroe	NC	08/2018	08/2022
Piedmont Middle School	Monroe	NC	08/2014	06/2018
Main Street Bistro	Monroe	NC	07/2021	07/2022
Bank Of America N.A.	Charlotte	NC	09/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
04/2020 → 06/2025

Harris Teeter

Indian Trail, NC
08/2018 → 08/2022

Piedmont High School

Monroe, NC
08/2014 → 06/2018

Piedmont Middle School

Monroe, NC
07/2021 → 07/2022

Main Street Bistro

Monroe, NC
09/2025 → Present

Bank Of America N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-26

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