Michael Robert Mcmorris

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

• 12/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2019 → 12/2019
  Unemployed
  Fox River Grove, IL
• 04/2014 → 08/2019
  Trust Company Of Illinois
  Downers Grove, IL

Other Businesses

Non-Employee Shareholder (<1%) of Premium Themes, Inc. (an S-corp). Not investment related. Address: 1301 Degener Ave, Elmhurst, IL 60126. Nature of business is restaurant/hospitality. I am just a shareholder (<1%) since 2005. I devote zero hours to the business and have no duties.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29

Other Names

• Michael Robert Brown