Michael Louis Benedict

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-29

Branch Locations

1033 Skokie Blvd, Northbrook, IL 60062 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Northbrook	IL	05/2026	Present
Echo Global Logistics	Chicago	IL	06/2023	05/2026
Miami University	Oxford	OH	08/2019	05/2023
Pepsico	Carol Stream	IL	05/2022	08/2022
Morgan Stanley	Glenview	IL	07/2021	08/2021
Glenbrook South High School	Glenview	IL	08/2015	05/2019
Bank Of America, N.A.	Northbrook	IL	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northbrook, IL
06/2023 → 05/2026

Echo Global Logistics

Chicago, IL
08/2019 → 05/2023

Miami University

Oxford , OH
05/2022 → 08/2022

Pepsico

Carol Stream, IL
07/2021 → 08/2021

Morgan Stanley

Glenview, IL
08/2015 → 05/2019

Glenbrook South High School

Glenview, IL
07/2026 → Present

Bank Of America, N.A.

Northbrook, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-29