Brendan Scott Butterfield
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.AJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Fifth Third Bank N.A.Nov 2025 to Apr 2026
- Gvsu Club SportsSep 2024 to Apr 2025
- New York LifeMay 2023 to Oct 2025
- Grand Valley Lanthorn (gvsu)Apr 2023 to Apr 2025
- Timbers Bar and GrillJul 2022 to Jul 2025
- Grand Valley State UniversityAug 2021 to Apr 2025
- Timbers PrimeMay 2021 to Sep 2024
- Northville High SchoolSep 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7940547
- Firm CRD
- 7691