Michael T Lagnese

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

• 08/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 03/2016 → Present
  Bank Of America, N.A.
  Melville, NY

Other Businesses

I*109915 For profit or not for profit: For-Profit Organization Name of outside business organization: 8th st winecellar corp Investment related: N Address of business: ny, New York 10011 Nature of business: S-Corp, Position, title, association: General Partner, Start date of relationship: 7/14/2007 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: winebar I*109913 For profit or not for profit: For-Profit Organization Name of outside business organization: youre almost there bibi wine bar Investment related: N Address of business: ny, New York 10009 Nature of business: S-Corp, Position, title, association: Owner, Start date of relationship: 4/19/2014 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: wine bar

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30