Micah Hoagland

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 04/2026 → 05/2026
  Unemployed
  Louisville, KY
• 01/2024 → 04/2026
  Advanced Business Solutions
  Louisville, KY
• 11/2023 → 01/2024
  Unemployed
  Prospect, KY
• 11/2022 → 11/2023
  T-Mobile
  New York, NY
• 08/2022 → 11/2022
  Unemployed
  Queens, NY
• 06/2022 → 08/2022
  Camp Lochearn
  Post Mills, VT
• 01/2022 → 06/2022
  Boqueria
  Nashville, TN
• 08/2021 → 01/2022
  Rei
  Brentwood, TN
• 10/2018 → 08/2021
  T-Mobile
  Louisville, KY
• 05/2018 → 10/2018
  State Farm - Clay Robinson
  Louisville, KY
• 10/2017 → 05/2018
  Agent-Link Med-Link
  Louisville, KY
• 11/2016 → 10/2017
  Phone Falcon
  Louisville, KY
• 08/2016 → 11/2016
  Unemployed
  Louisville, KY

Exams

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

Other Names

• Micah James Hoagland