Michael Glen Smith

Current Employers

Employment History

• 01/2007 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 11/2019 → Present
  Emerald Advisors, Llc D/B/A The Smith Group Multi Family Office
  Bellevue, WA
• 11/2019 → Present
  M.S. Howells & Co
  Scottsdale, AZ

Previous Registrations

• 2008-01-08 → 2019-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
  Bellevue, WA
  Bellevue, WA
• 2005-08-19 → 2008-01-09
  Ubs Financial Services Inc.
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1. NOV. 2019; EMERALD ADVISORS, LLC DBA THE SMITH GROUP MULTI FAMILY OFFICE, BELLEVUE, WA; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; WEALTH MANAGEMENT; MANAGING DIRECTOR; MANAGE AND COORDINATE TEAM FOR SELECT UHNW CLIENTS; DEVOTE 220 HRS/MONTH, 5 HRS DURING MARKET HOURS. 2. NOV. 2019; EMERALD ADVISORS, LLC DBA THE SMITH GROUP MULTI FAMILY OFFICE, BELLEVUE, WA; INSURANCE SALES AND SERVICES; MANAGING DIRECTOR; MANAGE AND COORDINATE TEAM FOR SELECT UHNW CLIENTS; DEVOTE 8 HRS/MONTH, .5 HRS DURING MARKET HOURS. 3. NOV. 2019; E4 INSURANCE SERVICES, FARGO, ND; INVESTMENT RELATED; INSURANCE - LIFE, ANNUITY AND HEALTH; CONTRACTOR/APPOINTED; DEVOTE 5 HOURS/MONTH DURING MARKET HOURS. 4. JAN 2019; SEATTLE CHILDREN'S HOSPITAL LEGACY COUNCIL; SEATTLE WA; NON INVESTMENT RELATED; NON PROFIT; BOARD MEMBER; FORMULATE PLANS FOR CONTINUED GROWTH OF SEATTLE CHILDREN'S HOSPITAL FOUNDATION; DEVOTE 3 HRS/MONTH DURING MARKET HOURS. 5. JAN. 2016; EMERALD ADVISORS, LLC DBA THE SMITH GROUP MULTI FAMILY OFFICE, BELLEVUE, WA; INVESTMENT RELATED; NATIONAL ASSOCIATION OF CORPORATE DIRECTORS-MEMBER OF DBA; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-18

Other Names

• Michael Smith