Michelle L Mccormick

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

• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 02/2023 → 06/2023
  Foundermade Llc
  New York, NY
• 09/2022 → 02/2023
  Unemployed
  New York, NY
• 05/2020 → 09/2022
  The Verticale, Inc
  New York, NY
• 01/2019 → 05/2020
  Mls Consultants Inc
  New York, NY
• 08/2018 → 12/2018
  Namaste New York
  New York, NY
• 11/2017 → 08/2018
  High Quality Nutrition Corporation Inc
  New York, NY
• 11/2015 → 11/2017
  Sakara Life Inc
  New York, NY
• 07/2023 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*1739268 Entity Type, Name of OBA: Wellness in the Schools Address: New YorkNew York10027 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/11/2024 No Hours: Monthly No Hours during trading: 0 Duties: Junior Advisory Board - Goal is to help with fundraising events logistics (ie location scouting, partnerships, etc.) and building awareness for non-profit.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-31

Other Names

• Michelle Mccormick
• Michelle L Silverstein
• Michelle L Mccormick
• Michelle Silverstein