Michael Jay Silverstein

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

• 05/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2016 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2009-06-01 → 2016-06-21
  Morgan Stanley
  New York, NY
• 2008-05-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2003-09-18 → 2008-05-22
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

I*104764 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DIGESTIVE DISEASE RESEARCH FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW YORK, NEW YORK 10075 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 1/1/2007 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESEARCH FOUNDATION PROVIDING FELLOWSHIPS FOR MEDICAL STUDENTS IN THE FIELD OF GASTROENTEROLOGY. I SERVE AS A DIRECTOR ON THE BOARD AND AM ON THE FINANCE COMMITTEE

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-05
• S63 Uniform Securities Agent State Law Examination
  1985-03-12

Other Names

• Mj Silverstein