Mishelle Herrera Agudelo

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

• 11/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 08/2018 → 12/2019
  Landshark Bar&Grille
  East Lansing, MI
• 05/2018 → 08/2019
  The Blue Shamrock&Gemstones
  Lowell, MA
• 05/2016 → 08/2019
  Anthropologie
  Burlington, MA
• 09/2015 → 12/2019
  Michigan State University
  East Lansing, MI
• 01/2020 → Present
  Bank Of America, N.A
  Farmington Hills, MI

Other Businesses

I*2911276 Entity Type: For Profit Name of OBA: Jefferson Tap & Grille Address:Chicago Illinois Investment Related:No Position, Title, Association:Other Start Date:09/28/2025 No Hours: 10 Weekly No Hours during trading:0 Weekly Duties:Server position so I'd be serving customers food/beverages.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Mishelle Herrera