Matthew Kyle Sanders

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 07/2011 → Present
  Bank Of America, N.A.
  Oklahoma City, OK

Previous Registrations

• 2003-08-15 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
• 2001-08-29 → 2003-08-19
  Morgan Stanley Dw Inc.
  Oklahoma City, OK

Other Businesses

BUSINESS OR ACTIVITY NAME - OKA HAYAKA HUNT CLUB LLC FOR PROFIT OR NOT FOR PROFIT - FOR PROFIT ADDRESS OF BUSINESS - 49800 HOPE RD MAUD OKLAHOMA 74854 INVESTMENT RELATED - NO NUMBER OF HOURS DEVOTED - 10 HOURS PER YEAR NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS - ZERO START DATE OF RELATIONSHIP - 03/28/2012 YOUR POSITION, TITLE, ASSOCIATION - GENERAL PARTNER NATURE OF BUSINESS - LLC YOUR DUTIES - I AM THE PRESIDENT AND SOLE INDIVIDULE INVOLVED IN THIS ENTITY. I*77682 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 737 DUCK CALLS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: NICHOLS HILLS, OKLAHOMA 73116 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/23/2014 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CO-OWNER OF LLC THAT PRODUCES AND SELLS DUCK CALLS I*53344 For profit or not for profit: For-Profit Organization Name of outside business organization: 737 LLC Investment related: N Address of business: Oklahoma City, Oklahoma 73116 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 3/28/2012 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am the president and sole individual involved in this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-24
• S63 Uniform Securities Agent State Law Examination
  1998-09-08

Other Names

• Matthew Kyle Sanders