Brian Silverio Coelho
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.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Equitable Advisors, LLC.Aug 2023 to Oct 2024
- UnemployedJan 2023 to Jul 2023
- Kroll/ Robert HalfMar 2022 to Dec 2022
- Protiviti/ Robert HalfDec 2021 to Dec 2022
- UnemployedJun 2021 to Nov 2021
- Berkley Cyber Risk SolutionsMay 2020 to Aug 2020
- 9round Kickboxing FitnessMay 2019 to Aug 2019
- Berkley Cyber Risk SolutionsMay 2019 to Aug 2019
- Loeffler PoolsJun 2018 to Dec 2020
- Pennsylvania State UniversityAug 2017 to May 2021
- Perkins Restaurant & BakeryJul 2016 to Nov 2016
- St. Joseph High SchoolJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7797138
- Firm CRD
- 7691