Michael Angelo Espinosa

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

• 09/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Apollo Beach, FL
• 11/2022 → 03/2024
  Target
  Riverview, FL
• 05/2021 → 10/2021
  Walmart
  Valrico, FL
• 12/2019 → 05/2021
  Publix
  Brandon, FL
• 01/2022 → 07/2023
  Doordash
  Valrico, FL
• 01/2023 → 07/2023
  Uber
  Valrico, FL
• 05/2016 → 11/2019
  Unemployed
  Valrico, FL
• 08/2022 → 12/2022
  Hillsborough College
  Tampa, FL
• 06/2026 → Present
  Bank Of America, N.A.
  Apollo Beach, FL

Other Businesses

I*4984268 Entity Type: Rental Property Name of OBA: Rental Property - 17-Jul-26 - 1 Address: Riverview, Florida, 33578 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/17/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25

Other Names

• Michael Espinosa