Michelle A Kish

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2010-06-25
TX	RA	APPROVED_RES	2005-06-20
MD	RA	APPROVED	2002-12-09

PA RA
APPROVED

Since 2010-06-25
TX RA
APPROVED_RES

Since 2005-06-20
MD RA
APPROVED

Since 2002-12-09

Branch Locations

Export, PA • United States

1225 S Main St, Greensburg, PA 15601 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New Kensington	PA	11/2002	Present
Bank Of America, N.A.	New Kingston	PA	09/2009	Present

11/2002 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Kensington, PA
09/2009 → Present

Bank Of America, N.A.

New Kingston, PA

Previous Registrations

2002-05-15 → 2002-11-11

Equitable Advisors, Llc

State College, PA

Other Businesses

I*138732 For profit or not for profit: For-Profit Organization Name of outside business organization: 0627 Holdings LLC Investment related: N Address of business: Export, Pennsylvania 15632 Nature of business: LLC, Compensation for Activity: N Position, title, association: Owner, Start date of relationship: 10/1/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Purpose is to own and manage real estate. I*1048562 For profit or not for profit: Entity Charitable Name of outside business organization: Franklin Regional Athletic Association Investment related: N Address of business: Murrysville, Pennsylvania Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member","Officer"], Start date of relationship: 11/1/2022 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Board President: CEO of the association, preside at meetings of members and directors, have general and active mgmt of the business of the association, see that orders and resolutions of the BOD are carried out, assist the VPs in league operations

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-13

S66 Uniform Combined State Law Examination

2002-05-13

Other Names

Michelle Anne Santella

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