Michael J Burns

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

• 08/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith, Inc.
  San Jose, CA
• 02/2013 → Present
  Bank Of America, N.A.
  San Jose, CA

Other Businesses

I*4870279, Entity Type: , Name of OBA: MLPF& S CUST FPO E M B IRA FBO E M B, Address: Campbell, California, 95008, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/08/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4873274, Entity Type: , Name of OBA: MLPF& S CUST FPO E M B RRA FBO E M B, Address: Campbell, California, 95008, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/08/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4883267, Entity Type: , Name of OBA: MLPF& S CUST FPO J A B RRA FBO J A B, Address: Campbell, California, 95008, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/09/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-05-04
• S65 Uniform Investment Adviser Law Examination
  2012-02-10

Other Names

• Michael Joseph Burns