Brigida Nicole Loucks
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Oct 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to now
- Life Time FitnessFeb 2018 to Jul 2020
- Pruco Securities LLCMay 2017 to Jul 2020
- The Prudential Insurance Company of AmericaMay 2017 to Jul 2020
- Fitness International dba�L.A. FitnessMar 2017 to May 2017
- Morgan Stanley Private Bank, N.A.Jan 2015 to May 2017
- Morgan StanleyDec 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6020568
- Firm CRD
- 7691