Michael R Martin

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

• 10/2018 → 04/2022
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 06/2018 → 08/2018
  Kbw Financial Staffing
  Portsmouth, NH
• 06/2017 → 06/2018
  Robert Half - Accountemps
  Hartford, CT
• 04/2017 → 06/2017
  Aerotek Staffing/Konica Minolta
  Windsor, CT
• 08/2013 → 12/2016
  University Of New Hampshire
  Durham, NH
• 12/2016 → 04/2017
  Unemployed
  Durham, NH
• 05/2022 → 10/2022
  Raymond James Financial Services, Inc
  Westborough, MA
• 05/2022 → 10/2022
  Raymond James Financial Services Advisors, Inc
  Westborough, MA
• 05/2022 → 10/2022
  Boston Harbor Wealth Advisors
  Westborough, MA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2022 → 03/2024
  Bny Mellon
  Boston, MA
• 04/2017 → 06/2017
  Konica Minolta
  Windsor, CT
• 08/2024 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2022-05-25 → 2022-11-04
  Raymond James Financial Services Advisors, Inc
  Westborough, MA
• 2020-07-13 → 2022-04-05
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2020-07-02
• S63 Uniform Securities Agent State Law Examination
  2019-01-18

Other Names

• Michael Ryan Martin
• Michael Martin