Michael G Greenhalgh

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-08-25

Branch Locations

470 Norristown Rd, Blue Bell, PA 19422 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Blue Bell	AZ	03/2003	10/2019
Bank Of America, N.A.	Blue Bell	PA	08/2009	10/2019
Morgan Stanley Private Bank, N.A.	West Conshohocken	PA	10/2019	01/2023
Rbc Capital Markets, Llc	Conshohocken	PA	01/2023	04/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Blue Bell	PA	06/2025	Present

03/2003 → 10/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blue Bell, AZ
08/2009 → 10/2019

Bank Of America, N.A.

Blue Bell, PA
10/2019 → 01/2023

Morgan Stanley Private Bank, N.A.

West Conshohocken, PA
01/2023 → 04/2025

Rbc Capital Markets, Llc

Conshohocken, PA
06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blue Bell, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-11-17
S63	Uniform Securities Agent State Law Examination	2001-02-02