Micah Marie Moseley

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 04/2024 → Present
  Bank Of America, N.A
  Atlanta, GA

Other Businesses

I*1804404, Entity Type: Entity For Profit, Name of OBA: mmm llc, Address: Marietta, GA, 30062, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 03/21/2024, No Hours: 10hrs/Annually, No Hours during trading: 0, Duties: Helping friends and family with Interior Design on an as-requested, volunteer basis. No compensation will be received. A formal LLC enables requesting wholesale pricing on any larger-scope projects. Responsibilities are limited to providing design ideas, vision boards and submitting purchasing requests.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-28

Other Names

• Micah Marie Spinelli