Michael Anthony Sanchez

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-01
CA	RA	APPROVED	2025-06-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salinas	CA	08/2022	Present
Central Coast Federal Credit Union	Salinas	CA	03/2021	08/2022
California Water Company	King City	CA	05/2020	08/2020
Unemployed	Soledad	CA	08/2020	03/2021
Unemployed	Soledad	CA	03/2020	05/2020
Ginos Fine Italian Food	Salinas	CA	12/2017	03/2020
Everette Alvarez High	Salinas	CA	01/2015	05/2019
Bank Of America, N.A.	Salinas	CA	01/2025	Present

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salinas, CA
03/2021 → 08/2022

Central Coast Federal Credit Union

Salinas, CA
05/2020 → 08/2020

California Water Company

King City, CA
08/2020 → 03/2021

Unemployed

Soledad, CA
03/2020 → 05/2020

Unemployed

Soledad, CA
12/2017 → 03/2020

Ginos Fine Italian Food

Salinas, CA
01/2015 → 05/2019

Everette Alvarez High

Salinas, CA
01/2025 → Present

Bank Of America, N.A.

Salinas, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-05