Michael Schmidt
CRD Number: 2381674Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Schmidt (CRD# 2381674) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bozeman, MT and has over 30 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Bozeman, MT | Jun 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bozeman, MT | Jun 2023 - Current | < 1 |
Bank Of America, N.a. | Bozeman, MT | Dec 2018 - Jun 2023 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bozeman, MT | Nov 2018 - Jun 2023 | 4 |
Wells Fargo Clearing Services, LLC | Bozeman, MT | Nov 2016 - Nov 2018 | 2 |
Wells Fargo Advisors, LLC | Bozeman, MT | Oct 2014 - Nov 2016 | 2 |
Primerica Financial Services | West Jordan, UT | Nov 2013 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1993 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- MT
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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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