Michael Andrew Davis

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

• 11/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*126172 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Ability Experience Investment related: N Address of business: Charlotte, North Carolina 28273 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 11/1/2019 Number of hours devoted: 24 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I wish to join the board of an organization that serves people with disabilities - raising funds for awareness but also granted funds to assist in projects such as building accessible playgrounds, ramps and housing related to those with disabilities.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-10

Other Names

• Michael A Davis