Michael Partridge
CRD Number: 4596503Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Partridge (CRD# 4596503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waltham, MA and has over 20 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | May 2016 - Current | 7 |
| Bofa Distributors, Inc. | Boston, MA | May 2015 - Current | 8 |
| Riversource Investments | Minneapolis, MN | May 2010 - May 2015 | 5 |
| Riversource Fund Distributors, Inc. | Minneapolis, MN | May 2010 - May 2015 | 5 |
| Columbia Management Advisors, LLC | Boston, MA | Dec 2005 - Apr 2015 | 9 |
| Columbia Management Group | Boston, MA | Jul 2005 - Apr 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- CT
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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