Matthew Giambelluca

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2023 → 08/2023
  Tcu Men's Basketball
  Fort Worth, TX
• 06/2021 → 08/2021
  Capital Cruises
  Austin, TX
• 06/2024 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2018 → 05/2021
  Westlake Athletic & Community Center
  Austin, TX
• 09/2023 → 09/2025
  Next-Gen Sports Agency
  Dallas, TX
• 08/2021 → 05/2025
  Texas Christian University
  Fort Worth, TX
• 08/2015 → 05/2021
  Anderson High School, St. Theresa Catholic School
  Austin, TX
• 06/2021 → 08/2021
  High Tide Enterprises, Inc
  Austin, TX
• 10/2020 → 06/2021
  Csj Athletic Staffing, Llc
  Austin, TX
• 06/2025 → 10/2025
  University Of Texas
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-05-02

Other Names

• Matthew Joseph Giambelluca