Matthew Ortiz is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-03-30 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2016-06-01 | 2018-01-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-05-20 | 2016-04-12 | — |