Michael J Wert

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

• 01/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Indianapolis, IN
• 12/2009 → Present
  Bank Of America, N.A.
  Indianapolis, IN

Other Businesses

I*2274287, Entity Type: , Name of OBA: MLPF& S CUST FPO M W RRA FBO M W , Address: Westfield, Indiana, 46062, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 17-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2007-06-04

Other Names

• Michael J Wert
• Michael Joseph Wert