Micahl A Ong

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

• 09/2011 → 03/2017
  Shoreline Cc
  Shoreline, WA
• 10/2009 → 07/2017
  Hyatt Olive 8
  Seattle, WA
• 07/2017 → 08/2018
  Hyatt Regency Waikiki
  Waikiki, HI
• 05/2017 → 05/2019
  University Of Hawai'i Manoa
  Honolulu, HI
• 01/2019 → 12/2019
  Bernini
  Honolulu, HI
• 06/2019 → 12/2019
  Inpac Wealth Solutions
  Honolulu, HI
• 12/2019 → 05/2020
  Unemployed
  Shoreline, WA
• 05/2020 → 04/2021
  Brighton Jones
  Seattle, WA
• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 09/2021 → 05/2022
  William Warren Group
  Santa Monica, CA
• 05/2022 → 02/2023
  Unemployed
  Shoreline, WA
• 04/2021 → 09/2021
  Unemployed
  Shoreline, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12

Other Names

• Micahl Agbayani Ong
• Micahl Nicolas Ong