Michelle Dojaquez

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

• 10/2022 → 09/2024
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 04/2018 → 10/2022
  Wells Fargo Bank, Na
  Tucson, AZ
• 01/2016 → 04/2018
  Dojaquez Household
  Tucson, AZ
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 06/2016 → 12/2017
  Northern Arizona University
  Flagstaff, AZ
• 09/2020 → 09/2021
  University Of Phoenix
  Phoenix, AZ
• 12/2024 → Present
  Bank Of America, N.A.
  Tucson, AZ

Previous Registrations

• 2024-02-14 → 2024-10-07
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-02-13
• S63 Uniform Securities Agent State Law Examination
  2023-01-17

Other Names

• Michelle Leola Burnside
• Michelle Dojaquez
• Michelle Leola Dojaquez
• Michelle Burnside