Michelle Drake Sherwood

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

• 01/2007 → Present
  Bank Of America, N.A.
  Naples, FL
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL

Previous Registrations

• 2009-05-27 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Naples, FL
• 2007-01-30 → 2009-04-28
  Banc Of America Investment Services, Inc.
  Naples, FL
• 2000-09-11 → 2006-12-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonita Springs, FL
  Naples, FL

Other Businesses

I*1824277 Entity Type: Governmental Name of OBA: CLASAC ENVIRONMENTAL LANDS PROGRAM Address: Bartow, FL Investment Related: No Position, Title, Association: Committee member Start Date: 05/15/2024 No Hours: 24 hrs Mthly No Hours during trading: 2 hrs Duties: I will be part of a committee that will view private land to recommend to the county for conservation. I*: 2329258 Entity Type: For profit Name of OBA: Sherwood Homosassa LLC Address: Lakeland, Fl 33810 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/27/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: We are forming a family LLC with my Mother and Father in Law and my Husband to hold a second home and potential rental property.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-04

Other Names

• Michelle Renee Drake