Brennan Diamond
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Arizona Grand Resort and SpaFeb 2023 to now
- Arizona State UniversityAug 2025 to May 2026
- Ironwood Investment CounselJun 2025 to Aug 2025
- Barilotti Wealth StrategiesDec 2024 to Jan 2025
- Arizona State UniversityAug 2024 to May 2025
- Barilotti Wealth StrategiesJun 2024 to Aug 2024
- Arizona State UniversityAug 2023 to May 2024
- Archway ProgramsJul 2023 to Aug 2023
- Arizona State UniversityAug 2022 to May 2023
- DoordashAug 2022 to Nov 2022
- Pennsbury School DistrictMay 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7946319
- Firm CRD
- 7691