Michael David Lamontagne

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

• 06/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
• 12/2009 → Present
  Bank Of America, N.A.
  Schaumburg, IL

Other Businesses

I*1174288 For profit or not for profit: Entity For Profit Name of outside business organization: Landor USA, Inc. Investment related: N Address of business: Ft Meyers, Florida, 33908 Nature of business: ["S Corporation"] Position, title, association: ["Other"], Start date of relationship: 6/1/2023 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Seceratary, Rental Income, My responsibility is to be able to interact on the entity behalf, and inform president.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-29
• S65 Uniform Investment Adviser Law Examination
  2000-07-20