Michael Gregory Relyea

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 08/2015 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2015-07-09
  Morgan Stanley
  Gainesville, FL
  Boca Raton, FL
• 2009-03-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boca Raton, FL
• 2006-01-11 → 2009-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 1998-01-01 → 2006-01-09
  Ameriprise Financial Services, Llc
  Boynton Beach, FL

Other Businesses

I*123049Entity Type: For-Profit Name of outside business organization: GBC MotorsportsInvestment related: NoAddress of business: Anaheim, California 92805Position, title, association: Part-Time, I will ride my ATV and use their productsStart date of relationship: 5/8/2019Number of hours devoted: 8 hours MthlyNumber of hours devoted during trading hours: 0Duties: GBC Motorsports is a tire manufacturer that will sponsor me to use their tires in ATV racing. I get free merchandize and paid up to $200 per race for a first place. I*4583309 Entity Type: Entity For Profit Name of OBA: Elliano's Franchise Address: High Springs, Florida, 32643 Investment Related: No Position, Title, Association: Treasurer,Officer,Owner Employee Start Date: 05/18/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: We are signing a franchise agreement to open four Ellianos franchise location in north Florida. We are going to fund the building of four locations using our own funds and bank financing. My wife will run the day-to-day operations and I will provide the administrative role in running the business. The addresses to our four locations has not been determined yet. We are using our home address as the point of contact. I*4585273 Entity Type: Entity For Profit Name of OBA: Coffee Is Life Inc Address: High Springs, Florida, 32643 Investment Related: No Position, Title, Association: Treasurer,Officer,Director,Owner Employee Start Date: 05/18/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Using the S-Corp to open four Elliano's Coffee franchise locations Basic oversight and financial funding to initiate business. My wife will be working directly in the sites and facilitating the day-to-day activities

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-12
• S65 Uniform Investment Adviser Law Examination
  1997-09-08

Other Names

• Michael G Relyea