Michael Richard Marcovici

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

• 09/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 09/2009 → Present
  Bank Of America,Na
  Chicago, IL

Other Businesses

I*2165289, Entity Type: , Name of OBA: M M Family Trust FBO M M, Address: Highland Park, Illinois, 60035, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 14-Jan-2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-11
• S63 Uniform Securities Agent State Law Examination
  1992-03-27

Other Names

• Michael Richard Marcovivi
• Mike Marcovici