Michael Shalhoup

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

• 06/2010 → Present
  Bank Of America,Na
  New York, NY

Other Businesses

I*1749267 Entity Type, Name of OBA: West Virginia University - Finance Advisory Council Address: MorgantownWest Virginia26506 Investment Related: No Compensation: No Position, Title, Association: Board Member Employee Start Date: 04/05/2024 No Hours: Yearly No Hours during trading: 0 Duties: Acting in the capacity of as a board member for the Business School of WVU to help serve the finance dept. Meetings will be virtual or in person four times per year I*2098267, Entity Type: Fiduciary, Name of OBA: N and J S, Address: Charleston, West Virginia, 25314, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 19-Nov-2024, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2010-08-24
• S63 Uniform Securities Agent State Law Examination
  2010-06-07