Michael CullenCRD Number: 7284376
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Cullen (CRD# 7284376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wheaton, IL and has 1 year of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Bank Of America, N.a.||Warrenville, IL||Feb 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Warrenville, IL||Nov 2021 - Current||< 1|
|Unemployed||Chicago, IL||Aug 2021 - Nov 2021||< 1|
|Td Ameritrade/charles Schwab||St Louis, MO||Aug 2020 - Aug 2021||1|
|Unemployed||Wentzville, MO||May 2020 - Aug 2020||< 1|
|Veterans United Realty||Columbia, MO||Jan 2020 - May 2020||< 1|
|University Of Missouri-columbia||Columbia, MO||Aug 2016 - May 2020||3|
|Us Bank||Columbia, MO||Jul 2019 - Jan 2020||< 1|
|Office For Financial Services||Columbia, MO||Sep 2018 - Oct 2019||1|
|University Hospital||Columbia, MO||Oct 2017 - May 2019||1|
|Unemployed||Columbia, MO||Aug 2017 - Oct 2017||< 1|
|Schnaus Outdoors||Columbia, IL||Jun 2017 - Aug 2017||< 1|
|Boone Hospital Center||Columbia, MO||Nov 2016 - May 2017||< 1|
|Unemployed||Columbia, MO||Aug 2016 - Dec 2016||< 1|
|Titanium Concrete LLC||Saint Peters, MO||May 2016 - Aug 2016||< 1|
|Schnucks Markets, Inc.||Saint Charles, MO||Jan 2015 - May 2016||1|
|Fort Zumwalt East High School||Saint Peters, MO||Aug 2012 - May 2016||3|
|Home Improvement Select||Saint Louis, MO||May 2015 - Aug 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2020|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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