Michelle Renne Nichols

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

• 06/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO

Other Businesses

I*2212290, Entity Type: Fiduciary role Name of OBA: M N, Address: Thornton , Colorado, 80233, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 03/11/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney / Immediate Family or Self

Exams

• S66 Uniform Combined State Law Examination
  2005-03-02
• S65 Uniform Investment Adviser Law Examination
  1996-10-14
• S63 Uniform Securities Agent State Law Examination
  1991-08-20

Other Names

• Michelle Renne Adams