Michael Ralph Tapp

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2023 → 07/2025
  Media X Marketing
  Somerville, NJ
• 07/2025 → 02/2026
  Self-Employment
  Flemington, NJ
• 02/2022 → 06/2022
  The East Coast Creative
  Philadelphia, PA
• 06/2022 → 09/2022
  Hunterdon Country Ymca
  Annandale, NJ
• 09/2015 → 06/2019
  Hunterdon Central Regional High School
  Flemington, NJ
• 09/2019 → 12/2023
  Rowan University
  Glassboro, NJ

Other Businesses

I*4256273 Entity Type: For Profit Name of OBA: TAPPHOUSE MEDIA LLC Address: Flemington, New Jersey, 8822 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/16/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: LLC was created for freelance video, editing work in the film industry. The LLC remains active with the state but no future business will be conducted. Last business activity occurred in December 2025. I am aware that all Outside Activities must be performed in your personal capacity & not that of Bank of America or its subsidiaries. No ongoing responsibilities. LLC remains active with the state for administrative purposes only. No clients, no operations, no revenue, and no business activities are expected in the future. I am aware that all Outside Activities must be performed in your personal capacity & not that of Bank of America or its subsidiaries. I*4257270 Entity Type: For Profit Name of OBA: GROOVY BUSINESS 2001 LLC Address: Flemington, New Jersey, 8822 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/21/2020 Number of Hours: 0 Number of Hours during trading: 0 Duties: This LLC was formed in 2020 to operate an e:commerce business. The company designed e:commerce websites and sourced a red¿light therapy device that was sold directly to customers. The business is no longer active operationally, although the LLC remains in good standing with the state. All activities associated with this LLC were performed in my personal capacity, independent of Bank of America and its subsidiaries. No ongoing responsibilities. LLC remains active with the state for administrative purposes only. No clients, no operations, no revenue, and no business activities are expected in the future. I am aware that all Outside Activities must be performed in your personal capacity & not that of Bank of America or its subsidiaries.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-09

Other Names

• Michael R Tapp