Nathaniel
Michna

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6986752
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Nathaniel Michna is a financial advisor based in Ann Arbor, Michigan, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nathaniel has previously held positions at Hantz Financial Services, Master Craft Inc, Wayne State, Metro Parks, Belleville High School, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Nathaniel is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Ann Arbor, Michigan. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

777 E Eisenhower Pkwy
Ann Arbor, MI 48108

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

MI Average: $7,464,549,021
Total Number of Employees

34,934

MI Average: 88
Total Number of Accounts

2,911,578

MI Average: 3,892
Average Account Size

$436,737

MI Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nathaniel Michna Work History

2024 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (1 year)

Bank Of America, N.A

2018 - 2024 (6 years)

Hantz Financial Services

2018 - 2018 (< 1 year)

Master Craft Inc

2017 - 2018 (1 year)

Wayne State

2017 - 2017 (< 1 year)

Metro Parks

2016 - 2016 (< 1 year)

Metro Parks

2016 - 2020 (4 years)

Wayne State

2015 - 2015 (< 1 year)

Metro Parks

2012 - 2016 (4 years)

Belleville High School

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Disclosures

Please visit the SEC profile of Nathaniel Michna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Jordan Smith
Hunt Valley, MD
Alexander Knapp
Towson, MD
Jack Cambon
Redding, CA
Richard Flores
San Rafael, CA
Nicole Giovanniello
New York, NY
Armando Flores
Dallas, TX
Jonathan Yocum
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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