Michael G D'ALlaird

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

• 06/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 05/2011 → Present
  Bank Of America, N.A.
  Wayne, PA

Previous Registrations

• 2003-08-28 → 2008-07-02
  Citigroup Global Markets Inc.
  Wilmington, DE
  Wilmington, DE

Other Businesses

I*78414For profit or not for profit: For-Profit OrganizationName of outside business organization: D'Allaird Enterprises< LLCInvestment related: NAddress of business:Kennett Square, Pennsylvania 19348Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 1/27/2015Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Vineyard and OrchardI*6918For profit or not for profit: Name of outside business organization: Michael D'AllairdInvestment related: Address of business:kennett square, Pennsylvania 19382Nature of business: Rental PropertyPosition, title, association: , Start date of relationship: 9/5/2018Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0Duties:I*130389For profit or not for profit: For-Profit OrganizationName of outside business organization: 610 Cope, LLCInvestment related:Address of business:West Chester, Pennsylvania 19382Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 3/23/2020Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties Rent a house to individuals I*5603268 Entity Type: N/A Name of OBA: F F Family GST Address: KiNG OF PRUSSA, Pennsylvania, 19406 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/31/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-29

Other Names

• W Michael Geoffery D'ALlaird
• Michael Geoffery Dallaird
• W. M D'ALlaird
• Michael G D'ALlaird
• William Michael G D'ALlaird
• W Michael G D'ALlaird
• William Michael G D'ALlaird