Bradley Grayson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- UnemployedSep 2024 to Mar 2025
- Self-employeedOct 2023 to Sep 2024
- Universita Per Stranieri Di PerugiaSep 2023 to Apr 2024
- Bozzuto GroupAug 2022 to Aug 2023
- Melchior ProductionsMar 2022 to Aug 2022
- UnemployedJul 2021 to Mar 2022
- Yang for NYJan 2021 to Jul 2021
- UnempoloyedSep 2020 to Jan 2021
- Celebrity CornerAug 2020 to Sep 2020
- Gallagher Law FirmAug 2020 to Sep 2020
- UnemployedMar 2020 to Aug 2020
- Barlan Enterprises, LtdFeb 2020 to Mar 2020
- UnemployedDec 2018 to Feb 2020
- Hobart and William Smith CollegesAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8067891
- Firm CRD
- 7691