Michael Allaway
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523
Credentials
Series 63, Series 65
Industry experience
33 years
Michael Allaway is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience navigating both bull and bear markets. He specializes in customized investment management strategies designed to meet clients’ income and return expectations throughout various stages of wealth accumulation and distribution. His expertise includes LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services.
Michael holds a Bachelor's Degree from Northwestern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community and professional organizations, serving as a board member of the Chicago Jazz Philharmonic and the Glen Ellyn Golden Eagles Youth Football, as well as participating with the Glenbard West Boosters. Outside of his professional commitments, Michael enjoys basketball, football, running, and skiing.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2021 Spring Rd
Oak Brook, IL 60523
Illinois · Texas
Bank Of America, N.A.
2017 - Present (9 years)
Merrill
2017 - Present (9 years)
Morgan Stanley
2016 - 2017 (1 year)
Morgan Stanley Private Bank, N.A.
2015 - 2017 (2 years)
Morgan Stanley
2009 - 2017 (8 years)
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