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Michael Boulos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-14
NJ RA APPROVED 2021-06-14
  • TX RA
    APPROVED
    Since 2021-09-14
  • NJ RA
    APPROVED
    Since 2021-06-14

Branch Locations

77 Broad St, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 11/2020 Present
Krentsel, Guzman, Herbert Llp New York NY 05/2019 12/2019
New York Law School New York NY 08/2017 05/2020
Villanova University Villanova PA 08/2013 05/2017
Unemployed New York NY 05/2020 11/2020
Bank Of America N.A. Freehold NJ 01/2021 Present
  • 11/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Freehold, NJ
  • 05/2019 → 12/2019
    Krentsel, Guzman, Herbert Llp
    New York, NY
  • 08/2017 → 05/2020
    New York Law School
    New York, NY
  • 08/2013 → 05/2017
    Villanova University
    Villanova, PA
  • 05/2020 → 11/2020
    Unemployed
    New York, NY
  • 01/2021 → Present
    Bank Of America N.A.
    Freehold, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-11
  • S66 Uniform Combined State Law Examination
    2021-06-11

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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