Michael Patrick Leeder

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

• 12/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*89718 ENTITY TYPE: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BYTES FOR BITS INVESTMENT RELATED: NO ADDRESS OF BUSINESS: SAN FRANCISCO, CALIFORNIA 94117 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 25 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH SOFTWARE CODING TO ELEMENTARY SCHOOL KIDS I*121085 Entity Type: Non-Profit Organization Name of outside business organization: Little Wishes Investment related: No Address of business: San Anselmo, California 94979 Position, title, association: Advisory Board Member Start date of relationship: 2/25/2019 Number of hours devoted: 20 hrs Qtrly Number of hours devoted during trading hours: 0 Duties: Member of the board of directors. Non-financial capacity. I*: 1767280 Entity Type: Charitable Name of OBA: Jack's Helping Hand Address: San Luis Obispo, CA Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/25/2024 Number of Hours: 2 hrs weekly Number of Hours during trading: 1 hr weekly Duties: Committee member for a pickleball fundraising event I*1542260 Entity Type: Charitable Name of OBA: Central Coast Economic Forecast Address: Solvang California Investment Related: No Position, Title, Association: Board Member Start Date:08/19/2024 No Hours: 2 hrs mthly No Hours during trading: 2 hrs mthly Duties: Help to execute their annual conference/program I*: 2063279 Entity Type: Entity Charitable Name of OBA: California Central Coast Estate Planning Council Address: paso robles, CA Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/25/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Board for the local chapter of the national estate planning council I*3607273 Entity Type: Charitable Name of OBA: SLO Chamber of Commerce Address: San Luis Obispo, California, 93401 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 02/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Committee participation to support the organization attend meetings once/month for 90 minutes.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-27

Other Names

• Michael Patrick Leedes