Laura Margarita Michael

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

• 07/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

I*1055345For profit or not for profit: Entity For ProfitName of outside business organization: Eceiza and Michael LLCInvestment related: NAddress of business: miami shores, FloridaNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 10/1/2020Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , to own a real estate propertyI*1055343For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: miami, FloridaNature of business: Position, title, association: Sole owner, Start date of relationship: 11/28/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*1692326, Entity Type: Entity For Profit Name of OBA: MICHAEL BROTHERS & ASSOCIATES LLC Address: Sarasota, FL 34232 Investment Related: N Position, Title, Association: Owner Employee Start Date: 02/20/2024 No Hours: 0 No Hours during trading: 0 Duties: Passive partial owner of the business. Purpose of the entity is to start up an agri business project in Mexico.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-01