Michael Trakofler

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2025 → 04/2026
  Unemployed
  Dresher, PA
• 10/2025 → 11/2025
  Ups
  Dresher, PA
• 08/2025 → 10/2025
  Unemployed
  Dresher, PA
• 10/2023 → 08/2025
  Hnr Block
  Mcdonald, PA
• 06/2025 → 08/2025
  Ocelot Llc
  Sewickley, PA
• 06/2024 → 03/2025
  E&Amp;R Logix Llc
  Imperial, PA
• 04/2022 → 10/2023
  Upper Saint Clair Country Club
  Upper Saint Clair, PA
• 06/2021 → 04/2022
  Tda Logistics Llc
  Coraopolis, PA
• 08/2020 → 03/2021
  Northwestern Mutual
  Pittsburgh, PA
• 04/2020 → 08/2020
  Unemployed
  Moon, PA
• 08/2016 → 04/2020
  Robert Morris University
  Moon, PA
• 06/2018 → 08/2018
  Mallons Bakery
  Avalon, NJ
• 06/2017 → 08/2017
  Mallons Bakery
  Avalon, NJ
• 05/2019 → 08/2019
  Hometeam
  Pittsburgh, PA
• 03/2021 → 06/2021
  Big Lots
  Moon, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-04-17
• S65 Uniform Investment Adviser Law Examination
  2026-03-18