Michael A Venezia

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

• 01/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 11/2009 → Present
  Bank Of America, Na
  Boston, MA

Other Businesses

I*99852 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL UNIT INVESTMENT RELATED: N ADDRESS OF BUSINESS: YORK, MAINE 3909 NATURE OF BUSINESS: OTHER,VACATION HOME POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A VACATION HOME THAT I WILL RENT IN THE WINTER TO HELP WITH THE MORTGAGE. I MAY ALSO RENT IN SUMMER IF NEED BE I*2124265 Entity Type: N/A Name of OBA: Watertown High School High school hockey team Address: watertown, Massachusetts, 02472 Investment Related: No Position, Title, Association: Employee Employee Start Date: 12/11/2024 No Hours: 8 No Hours during trading: 0 Duties: coaching

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-26

Other Names

• Michael Venezia