Michelle Womick Anderson

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

• 03/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2011 → Present
  Bank Of America, N.A.
  Charlotte, NC

Previous Registrations

• 2003-10-30 → 2009-03-10
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

I*33179 For profit or not for profit: For-Profit Organization Name of outside business organization: Speedway Children's Charities Investment related: N Address of business: Concord, North Carolina 28027 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 4/1/2010 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Director/Board Member raise money for children I*82645 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: COLUMBUS, NORTH CAROLINA 28722 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42186 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I* 1646261 For profit or not for profit: Entity For Profit Name of outside business organization: TBBR, LLC Investment related: no Address of business: Charlotte, NC, 28207 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 08/20/2023 Number of hours devoted: 0 weekly Number of hours devoted during trading hours: 0 Duties: owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-09-17
• S63 Uniform Securities Agent State Law Examination
  1990-03-23

Other Names

• Michelle Gabrielle Womick
• Michelle Gabrielle Anderson