Michael Craig Ribich

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

• 05/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*126375 For profit or not for profit: Non-Profit Organization Name of outside business organization: Marist High School Investment related: N Address of business: Chicago, Illinois 60655 Nature of business: Charitable Organization, Position, title, association: Other, volunteer Start date of relationship: 9/11/2019 Number of hours devoted: 24 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Collectively volunteer with school faculty /teacher for after school program for students. I*1260329 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Dowagiac, Michigan, 49047 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/30/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2002-03-08

Other Names

• Mike Ribich