Alex Michalik

$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
TX	RA	APPROVED	2026-06-05
IL	RA	APPROVED	2026-04-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	06/2025	Present
Indiana University	Bloomington	IN	08/2021	05/2025
Lake Central High School	St. John	IN	08/2017	05/2021
Grimmer Middle School	Schererville	IN	08/2013	05/2017
Edward Jones	Dyer	IN	05/2023	06/2025
Centier Bank	Merrillville	IN	05/2024	08/2024
Strack & Van Til	Schererville	IN	03/2021	07/2021

06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2021 → 05/2025

Indiana University

Bloomington, IN
08/2017 → 05/2021

Lake Central High School

St. John, IN
08/2013 → 05/2017

Grimmer Middle School

Schererville, IN
05/2023 → 06/2025

Edward Jones

Dyer, IN
05/2024 → 08/2024

Centier Bank

Merrillville, IN
03/2021 → 07/2021

Strack & Van Til

Schererville, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-27

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