Michaela Burke Fitzpatrick

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

• 06/2018 → 11/2023
  Citigroup
  New York, NY
• 09/2015 → 05/2019
  Amherst College
  Amherst, MA
• 06/2018 → 08/2018
  Citigroup
  New York, NY
• 05/2017 → 08/2017
  Wheatley Hills Golf Club
  East Williston, NY
• 11/2023 → 02/2025
  Neuberger Berman
  New York, NY
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 04/2025 → Present
  Bank Of America, N.A.
  Garden City, NY

Other Businesses

I*: 2813313 Entity Type: School, College or University Name of OBA: Sacred Heart Academy / Rock The Street Wall Street Address: Hempstead, New York, 11550, Investment Related: No Position, Title, Association: Instructor Employee Start Date: 9/15/2025 Number of Hours: 4 hrs wkly Number of Hours during trading: 1 hr wkly Duties: This is a purely volunteer position to teach high school girls at my alma mater about financial markets and careers in finance.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-19
• S63 Uniform Securities Agent State Law Examination
  2019-07-31

Other Names

• Michaela Burke Fitzpatrick