Michelle Elizabeth Losasso

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

• 03/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO
• 04/2011 → Present
  Bank Of America, N.A.
  Greenwood Village, CO

Previous Registrations

• 2006-11-29 → 2011-03-17
  Rbc Capital Markets, Llc
  Denver, CO

Other Businesses

I*902253 For profit or not for profit: Entity Charitable Name of outside business organization: Epilepsy Foundation Of Colorado and Wyoming Investment related: N Address of business: Greenwood Village, Colorado, 80111 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 6/29/2022 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I will be holding the position of Gala Chair. The intent of the gals is to raise funds, awareness and provide education for those living with Epilepsy in the state(s) of Colorado and Wyoming I*1372277 For profit or not for profit: Name of outside business organization: Samadhi Yoga Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Yoga Teacher

Exams

• S66 Uniform Combined State Law Examination
  2006-11-28

Other Names

• Michelle Losasso