Brendan Michael Clooney
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Doordash Inc.Feb 2022 to now
- Work New JerseyApr 2025 to May 2025
- Party Perfect RentalsDec 2023 to May 2025
- Caterwaiters Inc.Dec 2023 to Feb 2025
- Goodies Gone Wild / Agape GourmetMay 2023 to Aug 2023
- Philly Community Outreach / Donohoe BrothersFeb 2023 to May 2023
- Bert's Beach RentalsMay 2022 to Aug 2024
- Seton Hall UniversityAug 2021 to May 2025
- Capswag / Mohammed EasmaelJun 2020 to Aug 2021
- Moe's Southwest GrilleJun 2019 to Mar 2020
- The Breakfast ShopJun 2018 to Mar 2019
- Egg Harbor Township High SchoolSep 2017 to May 2021
- UnemployedJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8101705
- Firm CRD
- 7691