Michael Anthony Delorenzo

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

• 03/2010 → 01/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX

Previous Registrations

• 2010-03-08 → 2020-01-06
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN
• 2009-06-01 → 2010-03-09
  Morgan Stanley
  Santa Ana, CA
• 2008-07-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Newport Beach, CA
  Newport Beach, CA
  Santa Ana, CA
• 2007-05-29 → 2008-07-28
  Citigroup Global Markets Inc.
  Newport Beach, CA
  San Clemente, CA
  San Juan Capistrano, CA
  Fountain Valley, CA
  Colton, CA
  Corona, CA
  Corona, CA
  Fontana, CA
  Fontana, CA
  Highland, CA
  Norco, CA
  Rancho Cucamonga, CA
  Riverside, CA
  Riverside, CA
  Riverside, CA
  San Bernandino, CA
  Upland, CA
  Banning, CA
  Beaumont, CA
  Hemet, CA
  Hemet, CA
  Calimesa, CA
  Loma Linda, CA
  Palm Springs, CA
  Redlands, CA
  Sun City, CA
  Temecula, CA
  Yucaipa, CA
  Carlsbad, CA
  Encinitas, CA
  Escondido, CA
  Escondido, CA
  Fallbrook, CA
  Poway, CA
  San Diego, CA
  San Diego, CA
  San Marcos, CA
  Solana Beach, CA
  Vista, CA
  Vista, CA
  Chula Vista, CA
  Chula Vista, CA
  El Cajon, CA
  La Jolla, CA
  La Jolla, CA
  La Mesa, CA
  La Mesa, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Agoura Hills, CA
  San Diego, CA
  San Diego, CA
  Palm Desert, CA
  Seal Beach, CA
  Laguna Hills, CA
  Huntington Beach, CA
  Tustin, CA
  Newport Beach, CA
  Anaheim, CA
  Anaheim, CA
  Anaheim, CA
  Buena Park, CA
  Fullerton, CA
  La Habra, CA
  Orange, CA
  Ornage, CA
  Placentia, CA
  Tustin, CA
  Yorba Linda, CA
  Santa Ana, CA
  Tustin, CA
  Costa Mesa, CA
  Costa Mesa, CA
  Cypress, CA
  Fountain Valley, CA
  Garden Grove, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Seal Beach, CA
  Westminister, CA
  Aliso Viejo, CA
  Corona Del Mar, CA
  Costa Mesa, CA
  Laguna Niguel, CA
  Lake Forest, CA
  Mission Viejo, CA
• 2002-06-25 → 2007-05-29
  Citicorp Investment Services
  Laguna Hills, CA
  Huntington Beach, CA
  Tustin, CA
  Newport Beach, CA
  Anaheim, CA
  Anaheim, CA
  Anaheim, CA
  Buena Park, CA
  Fullerton, CA
  La Habra, CA
  Orange, CA
  Ornage, CA
  Placentia, CA
  Tustin, CA
  Yorba Linda, CA
  Santa Ana, CA
  Tustin, CA
  Costa Mesa, CA
  Costa Mesa, CA
  Cypress, CA
  Fountain Valley, CA
  Garden Grove, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Seal Beach, CA
  Westminister, CA
  Aliso Viejo, CA
  Corona Del Mar, CA
  Costa Mesa, CA
  Laguna Niguel, CA
  Lake Forest, CA
  Mission Viejo, CA
  Newport Beach, CA
  San Clemente, CA
  San Juan Capistrano, CA
  Chino Hills, CA
  Colton, CA
  Corona, CA
  Fontana, CA
  Fontana, CA
  Highland, CA
  Norco, CA
  Rancho Cucamonga, CA
  Riverside, CA
  Riverside, CA
  San Bernandino, CA
  Upland, CA
  Banning, CA
  Beaumont, CA
  Hemet, CA
  Hemet, CA
  Loma Linda, CA
  Palm Springs, CA
  Redlands, CA
  Sun City, CA
  Temecula, CA
  Yucaipa, CA
  Encinitas, CA
  Escondido, CA
  Escondido, CA
  Fallbrook, CA
  Poway, CA
  San Diego, CA
  San Diego, CA
  Solana Beach, CA
  Vista, CA
  Vista, CA
  Chula Vista, CA
  Chula Vista, CA
  El Cajon, CA
  Lo Jolla, CA
  La Jolla, CA
  La Mesa, CA
  La Mesa, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Agoura Hills, CA
  San Diego, CA
  San Diego, CA
  Palm Desert, CA
  Seal Beach, CA
  Corona, CA
  Riverside, CA
  Calimesa, CA
  Carlsbad, CA
  San Marcos, CA

Other Businesses

I*2121299, Entity Type Entity Charitable, Name of OBA: Houston Food Bank Address: houston, Texas 77029 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/06/2025No Hours: 5 monthly No Hours during trading: 2 monthly Duties: Houston Food Bank serves the Greater Houston Area. I will be a General Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-14
• S63 Uniform Securities Agent State Law Examination
  1993-03-03