Michael Gailis Lutz

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

• 04/2013 → 11/2016
  Ubs Financial Services Inc.
  Beverly Hills, CA
• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA

Previous Registrations

• 2013-06-04 → 2016-11-29
  Ubs Financial Services Inc.
  Beverly Hills, CA

Other Businesses

I*: 2929352 Entity Type: For Profit Name of OBA: Rental Property 1 Address: Investment Related: Position, Title, Association: Employee Start Date: 10/15/2025 No. Hours: 10 Monthly No. Hours during Trading: 0 Duties: This is a new rental property for Airbnb, Co-owner with other family members

Exams

• S66 Uniform Combined State Law Examination
  2013-06-03