Michelle S Louie

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

• 01/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

I*2026305, Entity Type Fiduciary, Name of OBA: A L Trust Address: San Francisco, California, 94121 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 04/Sep/2023 No Hours: 24 yearly No Hours during trading: 0 Duties: I*3589301 Entity Type: N/A Name of OBA: S and A W 2005 Family Trust Address: Millbrae, California, 94030 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/20/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2020-12-07
• S63 Uniform Securities Agent State Law Examination
  2012-03-19

Other Names

• Michelle Woo
• Michelle Stacy Woo
• Michelle S Louie