Michael James Cirullo

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2020-07-09
TX	RA	APPROVED_RES	2011-10-03
CT	RA	APPROVED	2011-09-23

Branch Locations

185 Asylum St City Place Ii, 14Th Fl, Hartford, CT 06103 • United States

500 Cummings Ctr, Beverly, MA 01915 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	Hartford	CT	09/2011	Present
Bank Of America, N.A.	Hartford	CT	11/2011	Present

09/2011 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

Hartford, CT
11/2011 → Present

Bank Of America, N.A.

Hartford, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-09-13
S63	Uniform Securities Agent State Law Examination	1979-12-19