Michael UtomiCRD Number: 6526999
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Utomi (CRD# 6526999) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 3 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Bank Of America N.a.||Rolling Meadows, IL||Oct 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Feb 2018 - Current||3|
|Social Security Administration||Chicago, IL||Aug 2017 - Feb 2018||< 1|
|Urban Financial Advisory||Chicago, IL||Sep 2016 - May 2017||< 1|
|Unemployed||Champaign, IL||May 2016 - Sep 2016||< 1|
|University Of Illinois At Urbana Champaign||Champaign, IL||Aug 2011 - May 2016||4|
|Bank Of America Merrill Lynch||Chicago, IL||Jul 2015 - Aug 2015||< 1|
|General Electric Capital||Northbrook, IL||Jun 2014 - Aug 2014||< 1|
|Travelers Insurance||Naperville, IL||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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