Michael Cannegieter

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2011 → Present
  Bank Of America, N.A.
  Miami, FL

Previous Registrations

• 2004-02-04 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Coral Gables, FL
  Miami, FL
  Coral Gables, FL

Other Businesses

I*959302, Name of OBA: 3060 INVESTMENTS, LLC Address: Miami, FL Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 8/26/2021 No Hours: 1 Yearly No Hours during trading: 1 Duties: Entity is a holding company that owns the property stated in the LLC operating agreement. I have no responsibilities and a silent investor. I do not have any intentions to be anything else than a silent investor in this real estate investment.I*965618, Name of OBA: G2 Miami LLC Address: Miami, FL Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 6/16/2022 No Hours: 1 Yearly No Hours during trading: 1 Duties: Entity is a holding company that owns the property stated in the LLC operating agreement. I have no responsibilities and am a silent investor. I do not have any intentions to be anything other than a silent investor in this real estate holding.I*965619, Name of OBA: Ft Pierce 2905 LLC Address: Ft Pierce, FL Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 6/18/2021 No Hours: 1 Yearly No Hours during trading: 1 Duties: Entity is a holding company that owns the property stated in the LLC operating agreement. I have no responsibilities and am a silent investor. I do not have any intentions to be anything other than a silent investor in this real estate holding.I*965623, Name of OBA: 5935 G2 LLC Address: Miami, FL Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 6/18/2021 No Hours: 1 Yearly No Hours during trading: 1 Duties: Entity is a holding company that owns the property stated in the LLC operating agreement. I have no responsibilities and am a silent investor. I do not have any intentions to be anything other than a silent investor in this real estate holdingI*970306, Name of OBA: WPB Lakes BLVD LLC Address: West Palm Beach, FL Investment Related: No Position, Title, Association: General Partner/Managing Member Owner Employee Start Date: 12/17/2021 No Hours: 1 Yearly No Hours during trading: 1 Duties: Entity is a holding company that owns the property stated in the LLC operating agreement. I have no responsibilities and am a silent investor. I do not have any intentions to be anything other than a silent investor in this real estate holding. I*2036268, Entity Type, Entity for Profit, Name of OBA: Kooyman B.V., Address: Wilemstad, Netherlands Antilles, 00000, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/31/2024, No Hours: 8hrs/Ann, No Hours during trading: 4, Duties: Kooyman Holding International BV is a family owned hardware, building materials and home improvement chain in the Dutch Antilles and Barbados. As an independent member of the non-executive board my role would be that of an honorary member. This is a non-executive role with no involvement in the day-to-day management of the company. There is typically one annual management presentation to the board of directors.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-14