Brett Joseph Bujdos
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8TFirm assets
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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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Cambridge Investment Research Advisors, Inc.Feb 2026 to Jun 2026
- Cambridge Investment Research, Inc.Feb 2026 to Jun 2026
- Rws Financial GroupFeb 2026 to Jun 2026
- Sgh Wealth ManagementMay 2022 to Nov 2025
- Key Management GroupMay 2021 to Apr 2022
- Michigan State UniversityDec 2020 to May 2021
- Rackham Golf CourseMay 2020 to Dec 2020
- Michigan State UniversityAug 2019 to May 2020
- Akron RubberducksMay 2019 to Sep 2019
- Biggby CoffeeSep 2018 to Apr 2019
- Catholic University of AmericaAug 2017 to Sep 2018
- Meijer Distribution CenterMay 2017 to Aug 2017
- Forest Hills Northern High SchoolJul 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7365716
- Firm CRD
- 7691