Bradley James Brandon
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Edward JonesSep 2022 to Feb 2023
- J.P. Morgan Securities LLCAug 2021 to Sep 2022
- JPMorgan Chase Bank, N.A.Aug 2021 to Sep 2022
- Raymond James & Associates, IncAug 2020 to Aug 2021
- Morgan StanleyJan 2019 to Aug 2020
- Bosch EngineeringApr 2018 to Jan 2019
- Mclaren EngineeringApr 2017 to Apr 2018
- Mast MotorsportsJan 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7041998
- Firm CRD
- 7691