Brandon M Reichert
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- J.P. Morgan Securities LLCMar 2025 to Jun 2025
- JPMorgan Chase Bank, N.A.Mar 2025 to Jun 2025
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Insurance Company of AmericaFeb 2024 to Mar 2025
- Pruco Securities LLCFeb 2024 to Nov 2024
- Wells Fargo Bank, NAMay 2023 to Jan 2024
- Wells Fargo Clearing Services, LLCMay 2023 to Jan 2024
- T. Rowe PriceApr 2022 to May 2023
- Gibson Island Club IncMay 2020 to Oct 2020
- Amazon.com, Inc.Mar 2020 to Mar 2020
- Sports and Imports IncDec 2019 to Feb 2020
- Kohl's Department Stores, Inc.Jun 2019 to Aug 2019
- Manpower Temp AgencyJun 2018 to Jun 2019
- TransamericaApr 2018 to Sep 2022
- UnemployedDec 2017 to Mar 2018
- Brookstone Inc.Mar 2017 to Nov 2017
- Towson UniversityAug 2016 to May 2019
- UnemployedMar 2015 to Feb 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
- 7535904
- Firm CRD
- 7691