Brandon Alan Ritchie
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bank of America, N.A.May 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to now
- UnemployedJan 2020 to Apr 2020
- Lone Star Overnight, LLCJun 2019 to Jul 2019
- Target CorporationDec 2018 to Jan 2019
- Clarity Neuropsychology, LLCMay 2018 to Aug 2018
- Texas Christian UniversityAug 2017 to May 2018
- UnemployedJun 2017 to Jul 2017
- University of ArkansasJan 2017 to Jul 2017
- Tarrant County CollegeAug 2016 to Jul 2017
- Oklahoma State UniversityAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7250262
- Firm CRD
- 7691