Michael Dierolf

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

• 08/2016 → 05/2020
  Le Moyne College
  Syracuse, NY
• 06/2020 → 08/2021
  Fidelity Investments
  Greenwood Village, CO
• 06/2019 → 08/2019
  Merrill Lynch
  Clifton Park, NY
• 03/2018 → 06/2020
  Martin And Dierolf Masonry
  Perkasie, PA
• 09/2017 → 12/2017
  Le Moyne College
  Syracuse, NY
• 05/2017 → 05/2018
  Quakertown Borough
  Quakertown, PA
• 05/2016 → 09/2016
  Quakertown Borough
  Quakertown, PA
• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
• 04/2023 → Present
  Bank Of America, N.A.
  Clifton Park, NY

Other Businesses

I*2829288 Entity Type: Charitable Name of OBA: Le Moyne College Dolphin Athletic Association Board Address:Syracuse New York Investment Related:No Position, Title, Association:Board Member Start Date:01/01/2026 No Hours: 15 Yearly No Hours during trading:0 Yearly Duties:Attend Board Meetings for Dolphin Athletic Association

Exams

• S66 Uniform Combined State Law Examination
  2022-06-28
• S63 Uniform Securities Agent State Law Examination
  2020-10-08

Other Names

• Michael Dierolf
• Michael Ryan Dierolf