Michelle Herrera-Norori

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

• 04/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 03/2018 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*118167 For profit or not for profit: For-Profit Organization Name of outside business organization: Mind Over Maps Investment related: N Address of business: Weston, Florida 33326 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 11/1/2018 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: owner of a travel blog, writing content about traveling

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-29
• S63 Uniform Securities Agent State Law Examination
  2000-03-16

Other Names

• Michelle Marie Herrera
• Michelle Marie Herrera
• Michelle Herrera Norori