MG
MG

Michael Greenhalgh

21 Years of Experience
New York, NY
Broker

Michael Greenhalgh is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

One Bryant Park, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2025 - Present · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2025 - Present · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
RBC Capital Markets, LLC
January 2023 - May 2025 · 2 yrs 4 mos
RBC Capital Markets, LLCBroker
January 2023 - May 2025 · 2 yrs 4 mos
Morgan StanleyBroker
October 2019 - February 2023 · 3 yrs 4 mos
Morgan Stanley
October 2019 - February 2023 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - October 2019 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - October 2019 · 13 yrs 2 mos
Country Club Financial Services, INC.Broker
December 2000 - March 2003 · 2 yrs 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.