Matthew Robinson

$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	2026-07-09
CA	RA	APPROVED	2025-12-19

Branch Locations

2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	07/2025	Present
High Peformance Tennis Academy	Bala Cynwyd	PA	09/2020	04/2021
Student (Unemployed)	Wynnewood	PA	08/2015	09/2020
Clark Capital Management Group	Philadelphia	PA	06/2023	07/2023
Janney Montgomery Scott	Philadelphia	PA	06/2024	08/2024
Student Claremont Mckenna College	Claremont	CA	08/2024	05/2025
Unemployed	Villanova	PA	04/2021	06/2023
Unemployed	Villanova	PA	07/2023	06/2024
Bank Of America, N.A.	Los Angeles	CA	08/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
09/2020 → 04/2021

High Peformance Tennis Academy

Bala Cynwyd, PA
08/2015 → 09/2020

Student (Unemployed)

Wynnewood, PA
06/2023 → 07/2023

Clark Capital Management Group

Philadelphia, PA
06/2024 → 08/2024

Janney Montgomery Scott

Philadelphia, PA
08/2024 → 05/2025

Student Claremont Mckenna College

Claremont, CA
04/2021 → 06/2023

Unemployed

Villanova, PA
07/2023 → 06/2024

Unemployed

Villanova, PA
08/2025 → Present

Bank Of America, N.A.

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-19