Michael V Porco

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

• 04/2025 → 12/2025
  Fidelity Investments
  Smithfield, RI
• 11/2024 → 04/2025
  Unemployed
  Bristol, RI
• 07/2021 → 11/2024
  Park Avenue Securities/Guardian Life Insurance
  New York, NY
• 10/2000 → 07/2021
  Fidelity Investments
  Smithfield, RI
• 08/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 01/2026 → 07/2026
  Unemployed
  Bristol, RI

Previous Registrations

• 2025-08-01 → 2026-01-08
  Fidelity Institutional Wealth Adviser Llc
  Bristol, RI

Other Businesses

OBA-10412|OrgNmn: 21 West 74th Street Corporation | Org Addr: New York, New York, US | OBA Nature: Rental Property |Invst Rel:Y|Title:President|Duties:None|StrtDt:01-01-03|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-18
• S63 Uniform Securities Agent State Law Examination
  2014-06-06
• S66 Uniform Combined State Law Examination
  2000-07-17

Other Names

• Michael Porco
• Michael V Porco
• Michael Vincent Porco