Michael Castiglie

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

• 08/2013 → 05/2017
  Amherst College
  Amherst, MA
• 06/2017 → 03/2021
  Bank Of America
  New York, NY
• 03/2021 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2023 → 04/2024
  Citigroup
  New York, NY
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2023-08-22 → 2024-05-13
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
• 2021-11-11 → 2023-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

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

Other Names

• Michael Castiglie
• Michael Charles Castiglie