Michael Trakofler
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- UpsOct 2025 to Nov 2025
- UnemployedAug 2025 to Oct 2025
- Ocelot LLCJun 2025 to Aug 2025
- E&r Logix LLCJun 2024 to Mar 2025
- Hnr BlockOct 2023 to Aug 2025
- Upper Saint Clair Country ClubApr 2022 to Oct 2023
- Tda Logistics LLCJun 2021 to Apr 2022
- Big LotsMar 2021 to Jun 2021
- Northwestern MutualAug 2020 to Mar 2021
- UnemployedApr 2020 to Aug 2020
- HometeamMay 2019 to Aug 2019
- Mallons BakeryJun 2018 to Aug 2018
- Mallons BakeryJun 2017 to Aug 2017
- Robert Morris UniversityAug 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 7283862
- Firm CRD
- 7691