Michelle A Perry

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

• 09/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 02/2013 → Present
  Bank Of America, N.A.
  Santa Barbara, CA

Other Businesses

STATUS: APPRVDI*72207FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: VENABLE PAINTING COMPANY INCINVESTMENT RELATED: NADDRESS OF BUSINESS: PO BOX 1125, SUMMERLAND, CALIFORNIA 93067NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 6/1/2014NUMBER OF HOURS DEVOTED: 240 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: GENERAL BUSINESS ADMINISTRATIVE SUPPORT INCLUDING WORD PROCESSING, TECHNOLOGY SUPPORT, AND CUSTOMER SERVICE. I*403197For profit or not for profit: Entity CharitableName of outside business organization: Carpinteria Children's ProjectInvestment related: NAddress of business: Carpinteria, California, 93013, United StatesNature of business: ["Charitable OrganizationPosition, title, association: Committee, Board Member, Finance committeeStart date of relationship: 10/17/2022Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Board Chair I*1889264Entity Type, CharitableName of OBA: Women's Fund of Santa BarbaraAddress: Santa California,93101 Related: Position, NOTitle, Association: CommitteeEmployee Start Date: 07/15/2024No Hours:4 MONTHLY No Hours during trading,0 Duties:Finance Committee General Member. Support and assist the Board in fulfilling it's financial oversight responsibilities. Review budgets, financials, variance, provide input for strategic planning, etc. I*3460271, Entity Type: , Name of OBA: B K, Address: Woodland Hills, California, 91364-3333, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/10/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-12-13

Other Names

• Michelle Ann Perry