Michael J Wiers

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

• 04/2015 → 03/2021
  J.P. Morgan Securities Llc
  Chicago, IL
• 03/2015 → 03/2021
  Jpmorgan Chase Bank, Na
  Chicago, IL
• 08/2021 → 08/2025
  Wells Fargo Bank
  Chicago, IL
• 03/2021 → 08/2021
  Cibc
  Chicago, IL
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2021-10-18 → 2025-08-12
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Tarpon Springs, FL
• 2014-12-19 → 2015-04-24
  Fifth Third Securities, Inc.
  Chicago, IL
• 2010-06-16 → 2013-01-29
  Morgan Stanley
  Oak Brook, IL
  Oak Brook, IL
  Oakbrook Terrace, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-18
• S63 Uniform Securities Agent State Law Examination
  1994-06-29

Other Names

• Michael Jay Wiers
• Michael J. Wiers