Michael Calagna

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

• 10/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 10/2014 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*4003267 Entity Type: Charitable Name of OBA: Liberty High School Grenadier Band & Orchestra Parents Club Address: Bethlehem, Pennsylvania, 18016 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 07/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: Parent Booster Organization for the Liberty High School Band and OrchestraI was elected to the following position on April 8th, with my 1 year term starting on July 1 2026, ending June 30th 2027 Vice President of Volunteer Coordination - Shall be responsible for securing volunteers and coordinating any events/activities as required for the LHSGB&OPC. Coordinates any fundraising that benefits the LHSGB&OPC as a whole. Shall perform all duties of the president when the president is absent or the office has been vacated.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15
• S63 Uniform Securities Agent State Law Examination
  2009-11-24

Other Names

• Michael Calagna
• Michael Joseph Calagna