Ojie Alofoje

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

• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ann Arbor, MI
• 09/2019 → Present
  Bank Of America, N.A.
  Ann Arbor, MI
• 04/2019 → 09/2019
  Pnc
  Novi, MI
• 09/2018 → 03/2019
  Turnkey
  Wixom, MI
• 12/2014 → 08/2018
  Capital Internal Medicine Associates
  Lansing, MI
• 01/2012 → 12/2016
  Michigan State University
  East Lansing, MI

Other Businesses

I*134480 For profit or not for profit: For-Profit Organization Name of outside business organization: OA Investments Investment related: Y Address of business: Farmington, Michigan 48333 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/1/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Acquire rentals and flip properties

Exams

• S66 Uniform Combined State Law Examination
  2020-12-15

Other Names

• Ojie Daniel Alofoje