Michael Justin Barch

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

• 08/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington, NY

Other Businesses

I*105093 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WELLES REMY CROWTHER CHARITABLE TRUST INVESTMENT RELATED: N ADDRESS OF BUSINESS: NYACK, NEW YORK 10960 NATURE OF BUSINESS: TRUST POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 9/1/2001 NUMBER OF HOURS DEVOTED: 20 HRS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE TRUST WAS ESTABLISHED TO HONOR WELLES CROWTHER WHO DIED ON SEPTEMBER 11TH, 2001 IN THE WORLD TRADE CENTER. HE WAS CREDITED WITH SAVING MULTIPLE LIVES. MY ROLE IS TO HELP RUN THE ANNUAL GOLF OUTING TO RAISE MONEY FOR THE TRUST. I*: 2048330 Entity Type: Entity Charitable Name of OBA: Habitat for Humanity of Long Island Address: Middle Island, NY 11953 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/04/2024 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties Board of Directors Will help with shaping direction of Habitat and plan to take part in committees that will include Family selection committee, Finance (without any investment involvement) and Development.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-29

Other Names

• Michael Barch
• Michael J Barch