Evan Alexander Macauley

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 11/2018 → 07/2019
  Dicks Sporting Goods
  Grandville, MI
• 08/2017 → 08/2018
  Pine Rest Christian Mental Health Institute
  Grand Rapids, MI
• 08/2016 → 04/2020
  Grand Valley State University
  Allendale, MI
• 04/2019 → 07/2019
  Aquatic Pro Pools And Spas
  Grand Rapid, MI
• 08/2020 → Present
  Bank Of America, N.A.
  Grand Rapids, MI

Other Businesses

I*1338291For profit or not for profit: Entity CharitableName of outside business organization: Forest Hills Nothern High SchoolInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["School, College or University"]Position, title, association: ["Employee"], Start date of relationship: 6/12/2023Number of hours devoted: 200 hour(s) YearlyNumber of hours devoted during trading hours: 20Duties: , Assistant Football Coach I*1970269, Entity Type, PROFITName of OBA:Rental Property 1 Address:Grand Rapids,Michigan,49525 Investment Related:no Position, Title, Association:Sole owner Employee Start Date: 08/20/2024No Hours: 20 yearlyNo Hours during trading: 0Duties:landlord I*3217294, Entity Type: Entity Charitable, Name of OBA: St. Luke University Parish, Address: Georgetown Township, Michigan, 49428, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 12/18/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Sit in on monthly meetings with the priest and accountant and go over the monthly reports as well as help direct operationally and track any parish projects to see if they are over or under budget and help coordinate help and completion of said projects.The Finance Council for St. Luke University Parish is a council/committee that reviews the finances for the parish on a monthly basis. It is an oversight council that has no access or powers on any parish funds. We simply are a backboard for the priest and the parish accountant to bounce ideas off of for ideas for the church in more of an operations role. There is no investment or financial guidance on anything as it is more of a month to month review of church incomes and outflows.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-03

Other Names

• Evan Macauley