Michael Patrick Ruland

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

• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2021 → 09/2021
  Unemployed
  Annapolis, MD
• 01/2021 → 05/2021
  University Of South Carolina
  Columbia, SC
• 12/2020 → 01/2021
  Ubs Financial Services
  Washington, DC
• 08/2020 → 12/2020
  University Of South Carolina
  Columbia, SC
• 05/2020 → 08/2020
  Ubs Financial Services
  Washington, DC
• 08/2019 → 05/2020
  University Of South Carolina
  Columbia, SC
• 05/2019 → 08/2019
  Ubs Financial Services
  Washington, DC
• 08/2018 → 05/2019
  University Of South Carolina
  Columbia, SC
• 05/2018 → 08/2018
  G&G Outfitters
  Lanham, MD
• 08/2017 → 05/2018
  University Of South Carolina
  Columbia, SC
• 05/2017 → 08/2017
  Hoganlax
  Severna Park, MD
• 08/2016 → 05/2017
  St Marys High School
  Annapolis, MD
• 01/2023 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*1753289 Entity Type: For Profit Name of OBA: GSR INVESTMENTS LLC Address:CHARLOTTE, NC Investment Related:No Position, Title, Association:Owner Start Date:03/07/2024 No Hours: 5 Monthly No Hours during trading:0 Duties:THIS ENTITY IS SIMPLY AN LLC TO HOLD INCOME/RENTAL REAL ESTATE PROPERTIES WITH 2 PARTNERS AS OPPOSED TO HOLDING THEM DIRECTLY IN OUR NAMES. THEY ARE NOT MERRILL CLIENTS AND HOLD NO CONFLICTS OF INTEREST WITH MY ROLE AT THE FIRM

Exams

• S66 Uniform Combined State Law Examination
  2022-11-08