Brendan S Perry
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 IncorporatedJul 2024 to now
- DoordashMar 2024 to Jul 2024
- Victory Home RemodelingFeb 2024 to Mar 2024
- UnemployedJan 2024 to Feb 2024
- UpsDec 2023 to Jan 2024
- UnemployedMay 2023 to Dec 2023
- The Catholic University of AmericaAug 2022 to May 2023
- Harvest Management L.L.C.Jun 2022 to Jul 2022
- The Catholic University of AmericaAug 2021 to May 2022
- Opdyke FurnitureMay 2021 to Aug 2021
- The Catholic University of AmericaAug 2020 to May 2021
- Spring Lake BoroughMay 2020 to Aug 2022
- The Catholic University of AmericaAug 2019 to May 2020
- Spring Lake BoroughMay 2019 to Aug 2019
- University of DelawareAug 2018 to May 2019
- Spring Lake BoroughMay 2018 to Aug 2018
- Saint Rose High SchoolSep 2017 to May 2018
- Spring Lake BoroughJun 2017 to Sep 2017
- Saint Rose High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7964807
- Firm CRD
- 7691