Matthew M Matteson

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

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 05/2011 → Present
  Bank Of America, N.A.
  Pittsford, NY

Other Businesses

I*469383 For profit or not for profit: Entity Governmental Name of outside business organization: Victor Conservation Board Investment related: N Address of business: Victor, New York, 14564 Nature of business: ["Governmental Organization"] Position, title, association: , Start date of relationship: 2/27/2018 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Advisory Board to the Victor, NY Planning Board attend 2 mweetings per month. Review building prop

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09
• S63 Uniform Securities Agent State Law Examination
  1999-08-23

Other Names

• Matthew M Matteson
• Matthew Michael Matteson