Brian Magee Gorman
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.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to now
- UnemployedMay 2021 to Jun 2021
- Health EndeavorsFeb 2021 to May 2021
- Arizona State UniversityAug 2020 to Feb 2021
- Bare BonesAug 2020 to Sep 2020
- DoordashJul 2020 to May 2021
- Kelsey's Irish PubMay 2020 to Jul 2020
- Arizona State UniversityAug 2019 to May 2020
- Ecoshield Pest ControlApr 2019 to May 2019
- Shepherd SolutionsOct 2018 to Nov 2018
- Arizona State UniversityAug 2017 to May 2019
- Kelsey's Irish PubAug 2014 to Aug 2019
- Mount Saint Joseph High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7406938
- Firm CRD
- 7691