Michael J Pavelko

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

• 08/2021 → 03/2024
  Morgan Stanley
  Columbus, OH
• 06/2014 → 12/2020
  Macmillan, Sobanski, And Todd Llc
  Toledo, OH
• 08/2016 → 08/2017
  Hothead Burrito
  Perrysburg, OH
• 02/2018 → 09/2018
  University Catering
  Columbus, OH
• 05/2018 → 08/2019
  Blue Pacific Grille
  Perrysburg, OH
• 05/2020 → 07/2021
  Doordash
  Columbus, OH
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 05/2018 → 07/2018
  Northwood Industries
  Perrysburg, OH
• 03/2024 → 05/2024
  Uber
  Columbus, OH
• 03/2024 → 05/2024
  Unemployed
  Columbus, OH
• 08/2017 → 02/2018
  Unemployed
  Columbus, OH
• 04/2020 → 05/2020
  Unemployed
  Columbus, OH
• 03/2018 → 09/2018
  Blackwell Hotel
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-28