Michael J Wohlgemuth

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

• 07/2002 → Present
  U.S. Trust / Bank Of America
  Boca Raton, FL
• 11/2015 → Present
  Bank Of America, N.A.
  Fort Lauderdale, FL

Other Businesses

I*99202 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MICHAEL WOHLGEMUTH INVESTMENT RELATED: N ADDRESS OF BUSINESS: DAVIE, FLORIDA 33328 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 11/18/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS NOT A BUSINESS VENTURE, PER-SE; HOWEVER, I WAS TOLD I SHOULD DISCLOSE IT VIA THIS SYSTEM. I HAVE A LARGE COLLECTION OF MINERAL AND ROCKS AND I PLAN TO OCCASIONALLY SELL THESE ON EBAY AND OCCASIONALLY (2-3 TIMES PER YEAR) AS MINERAL SHOWS.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-08

Other Names

• Michael J Wohlgemuth
• Michael Jay Wohlgemuth