Michelle Ann Pumer

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

• 03/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dearborn, MI
• 09/2009 → Present
  Bank Of America, Na
  Dearborn, MI

Other Businesses

I*2766261, Entity Type, Name of OBA: GVOA - Golf View Oak Association Address: DearbornMichigan48128 Investment Related: No Position, Title, Association: OfficerEmployee Start Date:08/25/2025 No Hours: 20 yearly No Hours during trading:0 Duties: Head meetings, line up speakers, attend city meetings and report back to my neighbors. In the past we the have had representatives from the city, the mayor, and police department. Speakers related to neighborhood/city events. The meetings I would attend would be DFNA, ( Dearborn Federation of Neighborhood Associations), at these meetings other neighborhood associations in the city share issues they have had, how they have solved them and successes of getting neighbors involved.President of neighborhood association

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-28
• S63 Uniform Securities Agent State Law Examination
  2007-10-25

Other Names

• Michelle A Webster
• Michelle Ann Pumer
• Michelle Ann Webster