Michael Dwyer

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

• 01/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Chicago, IL
• 06/2011 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*37707 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHICAGO JESUIT ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60644 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2011 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHICAGO JESUIT ACADEMY IS A FULL-SCHOLARSHIP COLLEGE PREPARATORY SCHOOL FOR 5TH - 8TH GRADE YOUNG MEN FROM MODEST ECONOMIC BACKGROUNDS. AS A MEMBER OF THE FINANCE COMMITTEE I WOULD HELP MONITOR THE FINANCIAL SITUATION OF THE SCHOOL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-17
• S63 Uniform Securities Agent State Law Examination
  1980-01-16

Other Names

• Michael Dwyer
• Michael J Dwyer