Hugh McMichael, financial advisor Pepper Pike OH
93 score

Hugh McMichael

CRD Number: 6091244
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hugh McMichael (CRD# 6091244) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pepper Pike, OH Nov 2017 - Current < 1
Bank Of America, N.a. Pepper Pike, OH Nov 2017 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2017 2
Morgan Stanley Smith Barney Pepper Pike, OH Jun 2012 - Nov 2017 5
Nutis Press Inc. Columbus, OH Jul 2011 - May 2012 < 1
Full-time Education Columbus, OH Aug 2002 - Jun 2011 8
Dardent Restaurants Dublin, OH May 2007 - Jul 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Hugh P. McMichael
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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