Richard Michael Gagliano

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

• 06/2021 → 10/2023
  Wells Fargo Advisors Financial Network, Llc
  Bloomfield Hills, MI
• 06/2017 → 08/2020
  Genesis Cadillac
  St.CLair Shores, MI
• 03/2021 → 05/2021
  Bonita Boat Center
  Bonita Springs, FL
• 01/2011 → 05/2017
  Lutheran High School North
  Washington Township, MI
• 09/2020 → 02/2021
  Florida Gulf Coast University
  Fort Myers, FL
• 10/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pointe, MI
• 08/2019 → 03/2020
  Bonita Boat Center
  Bonita Springs, FL
• 11/2023 → Present
  Bank Of America N.A.
  Grosse Pointe, MI

Previous Registrations

• 2021-11-15 → 2023-10-26
  Wells Fargo Advisors Financial Network, Llc
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15

Other Names

• Richard Michael Gagliano
• Richard M Gagliano