Uriel Michael Gulich

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2024 → 05/2025
  Rutgers University
  New Brunskick, NJ
• 06/2024 → 08/2024
  Merrill Lynch
  New York, NY
• 06/2023 → 08/2023
  Wells Fargo
  Fort Lauderdale, FL
• 06/2022 → 08/2022
  Adar Educational Technologies Llc
  Teaneck, NJ
• 08/2020 → 06/2021
  Extended Travel
  Bet Shemesh
• 09/2016 → 06/2020
  Tabc High School
  Teaneck, NJ
• 09/2021 → 05/2022
  Rutgers University
  New Brunswick, NJ
• 09/2022 → 05/2023
  Rutgers University
  New Brunswick, NJ
• 09/2023 → 05/2024
  Rutgers University
  New Brunswick, NJ

Other Businesses

I*:2658308 Entity Type: For Profit Name: Gulal Ansons LLC; Investment Related: No Address: Teaneck, NJ 07666 Position, Title or relationship: I have a minority ownership interest in a family business. Start date: 09-Jul-2021 Hours devoted :0 Hours devoted during securities trading hours:0 Duties: Family owned company that sells funeral items online on Amazon. Company is run by my parents. . I am a member of the LLC but have no responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-30

Other Names

• Uriel M Gulich
• Uriel Gulich