Michael Ferranti

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

• 03/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 06/2011 → Present
  Bank Of America,N.A.
  Buffalo, NY

Other Businesses

I*2189279, Entity Type: Entity Charitable, Name of OBA: Buffalo Equestrian Center , Address: Buffalo, New York, 14216, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/05/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: It is a non-profit entity for the purpose of operating an equestrian center and i will be on the board of the center.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-09