Michelle W Seamon

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

• 06/2008 → 10/2019
  Wachovia Bank, N.A.
  Winston-Salem, NC
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Archdale, NC
• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Archdale, NC
• 10/2019 → 12/2020
  First Citizens Investor Services
  Raleigh, NC
• 10/2019 → 12/2020
  First Citizens Bank
  High Point, NC
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston Salem, NC
• 12/2020 → 03/2025
  Home Maker
  High Point, NC

Previous Registrations

• 2019-10-28 → 2020-12-15
  First Citizens Investor Services, Inc.
  High Point, NC
  Raleigh, NC
• 2013-11-06 → 2019-11-04
  Wells Fargo Clearing Services, Llc
  Archdale, NC
  Archdale, NC
  Winston Salem, NC
  Jamestown, NC
  Greensboro, NC
  High Point, NC
  Archdale, NC
  High Point, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-11-01
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Michelle Jeanette Wilson
• Michelle Seamon
• Michelle Wilson Seamon