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Michael Dierolf
CRD Number: 7144499Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Dierolf (CRD# 7144499) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 3 years of experience in the finance industry.
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Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Clifton Park, NY | Apr 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park, NY | Sep 2021 - Current | 2 |
Fidelity Investments | Greenwood Village, CO | Jun 2020 - Aug 2021 | 1 |
Martin And Dierolf Masonry | Perkasie, PA | Mar 2018 - Jun 2020 | 2 |
Le Moyne College | Syracuse, NY | Aug 2016 - May 2020 | 3 |
Merrill Lynch | Clifton Park, NY | Jun 2019 - Aug 2019 | < 1 |
Quakertown Borough | Quakertown, PA | May 2017 - May 2018 | 1 |
Le Moyne College | Syracuse, NY | Sep 2017 - Dec 2017 | < 1 |
Quakertown Borough | Quakertown, PA | May 2016 - Sep 2016 | < 1 |
Quaketown Community Senior High School | Quakertown, PA | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CO
- NY
- TX
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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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