Michael Woolfolk
CRD Number: 6838816Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Woolfolk (CRD# 6838816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 6 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | White Plains, NY | Dec 2017 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains, NY | Jul 2017 - Current | 7 |
| Tf Cornerstone | New York, NY | May 2017 - Current | 7 |
| Wildlife Conservation Society | Bronx, NY | Nov 2016 - Jul 2017 | < 1 |
| Headwaters Mb | Greenwich, CT | Feb 2016 - Jul 2017 | 1 |
| Unemployed | New York, NY | Jan 2015 - Jan 2016 | 1 |
| Bank Of New York Mellon | New York, NY | Oct 1996 - Dec 2014 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CT
- NY
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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