Micheal Timothy Wasson

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

• 12/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 06/2004 → 12/2016
  United Staes Army
  Fort Belvoir, VA
• 07/2018 → Present
  Bank Of America, N.A.
  Reson, VA

Other Businesses

I*8821 For profit or not for profit: Name of outside business organization: N/A Investment related: Address of business: Columbia, South Carolina 29229 Nature of business: , Compensation for Activity: Position, title, association: , Start date of relationship: 9/3/2012 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: Woodbridge Alumni Chapter of Kappa Alpha Psi Fraternity Inc.I*1271299 1.For profit or not for profit: Not for Profit 2.Name of outside business organization: Woodbridge Alumni Chapter of Kappa Alpha Psi Inc. 3.Investment related: No 4.Address of business (City and State Only): Woodbridge, VA 5.Nature of business: Community Service 6.Position, title, association Fundraising Chairman 7.Start date of relationship: March 2023 8.Number of hours devoted: approximately 60 per year 9.Number of hours devoted during trading hours: 0 10.Duties: In addition to being a regular member I would be a member of the fundraising committee chairman. In that role would work with the chapter to formulate fundraising goals, and activities to achieve those goals. There will not be any requirement to handle money in any way, or solicit funds from clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-28
• S63 Uniform Securities Agent State Law Examination
  2016-10-31

Other Names

• Micheal Wasson