Michael Anthony Ottolini

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2018 → 03/2024
  Bank Of America, N.A.
  Chicago, IL
• 04/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2014-02-25 → 2024-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  North Fort Myers, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-02-24

Designations

• Chartered Financial Analyst

Other Names

• Michael Ottolini
• Michael Anthony Ottolini
• Michael A Ottolini