Brad James Bombard
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.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- Sager ElectronicsOct 2022 to Oct 2022
- Bristol County Savings BankMar 2022 to Feb 2023
- Chili'sOct 2021 to Mar 2022
- Stoneforge TavernSep 2021 to Sep 2021
- Bridgewater State UniversityJul 2021 to Jan 2022
- Southern New Hampshire UniversitySep 2020 to Mar 2021
- Bank of AmericaMay 2020 to Jul 2021
- First Citizens Credit UnionJun 2019 to May 2020
- Workout WorldDec 2016 to Jun 2019
- Taunton High SchoolAug 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7710253
- Firm CRD
- 7691