Brian Minicus
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.AFeb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to now
- Premier Lacrosse LeagueMay 2023 to Sep 2023
- Georgetown UniversityAug 2022 to May 2023
- Open Exchange, IncMay 2020 to Aug 2020
- Eclipse Lacrosse ClubJun 2019 to Aug 2019
- Colgate UniversityAug 2018 to May 2022
- Full Time StudentSep 2013 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7802948
- Firm CRD
- 7691