Micahl A Ong
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Bank of America, N.A.Oct 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- UnemployedMay 2022 to Feb 2023
- William Warren GroupSep 2021 to May 2022
- UnemployedApr 2021 to Sep 2021
- Brighton JonesMay 2020 to Apr 2021
- UnemployedDec 2019 to May 2020
- Inpac Wealth SolutionsJun 2019 to Dec 2019
- BerniniJan 2019 to Dec 2019
- Hyatt Regency WaikikiJul 2017 to Aug 2018
- University of Hawai'i ManoaMay 2017 to May 2019
- Shoreline CcSep 2011 to Mar 2017
- Hyatt Olive 8Oct 2009 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7124148
- Firm CRD
- 7691