Michael James-Patrick Anderson

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

• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portage, MI
• 04/2021 → 10/2021
  Fifth Third Bank
  Allegan, MI
• 08/2017 → 04/2021
  Dick's Sporting Goods
  Portage, MI
• 09/2014 → 12/2020
  Western Michigan University
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Other Names

• Michael J Anderson