Michelle A Lapenna

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

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Myrtle Beach, SC
• 07/2017 → 11/2022
  State Farm- Tom Leonard Agency
  Murrells Inlet, SC
• 07/2015 → 06/2017
  Millennium Managment
  New York, NY
• 04/2021 → 11/2022
  Infrastructure Group
  New York, NY

Other Businesses

I*, 3086277 Entity Type: Not for Profit Name of OBA: P L Address: Murrells Inlet, South Carolina, 29576 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/27/2025 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney

Exams

• S66 Uniform Combined State Law Examination
  2023-09-21
• S63 Uniform Securities Agent State Law Examination
  2014-08-14

Other Names

• Michelle Ann Lapenna