Royal Palms Capital
44yrs
Top advisor by experience in Whitefish
10yrs
Michelle Pullano
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Whitefish, Montana, Michelle Pullano is a fiduciary financial advisor with 10 years of industry experience. Michelle joined Merrill Lynch, Pierce, Fenner & Smith in 2018, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 51 advisors with offices in Whitefish, and one of 50 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office142 Baker Ave, Whitefish, MT 59937
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – now
Questions to ask Michelle
Tailored to Michelle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michelle
How do I contact Michelle?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Michelle Pullano. Michelle works from the Whitefish, MT office.
How long has Michelle been a financial advisor?
Michelle has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Michelle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michelle a fiduciary?
Michelle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michelle paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michelle for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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