Michael F Reinhardt

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

• 09/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*2057272, Entity Type, For Profit, Name of OBA: J&J MARC LLC, Address: Chicago, IL, 60646, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 10/21/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: I will only receive rental income along with my two siblings. I*2050273, Entity Type Fiduciary, Name of OBA: JR DCSD Trust Address: Lake Forest, Illinois, 60045 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 16-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: Trustee I*2056320, Entity Type Fiduciary, Name of OBA: M F R TTEE DTD 01/31/1995 BY J R Address: Lake Forest, Illinois, 60045 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 22-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties: Trustee I*: 411030 Entity Type: Charitable Name of OBA: Great Lakes Adaptive Sports Association Address: Lake Forest, IL 60045 Investment Related: No Position, Title, Association: Committee, Other Employee Start Date: 10/20/2025 Number of Hours: 6 hrs mthly Number of Hours during trading: 0 Duties: GLASA supports athletes with primary physical or visual disabilities by providing adaptive sports to youth, adults and injured military.I will be part of a committee of around 10 who will be tasked to help raise up to 7mm for a capital campaign.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-21
• S63 Uniform Securities Agent State Law Examination
  1990-11-26

Other Names

• Michael Reinhardt
• Michael Frank Reinhardt