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Michael Holl, financial advisor San Diego CA

Michael Holl

CRD Number: 5573354
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Fee Only
Michael Holl (CRD# 5573354) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 7 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. San Diego, CA Jan 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Dec 2022 - Current 1
E*trade Capital Management LLC San Diego, CA Oct 2011 - Dec 2022 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Michael W. Holl
12830 El Camino Real, San Diego, CA 92130
Phone Number: 800-637-7455
Firm Website: http://www.merrilledge.com/guided-investing
Registered State(s):
  • CA
  • TX
Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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