Brian David Mack
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.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Rutgers UniversityAug 2024 to May 2025
- Ccre AdvisorsOct 2023 to Jun 2025
- Waters Retail GroupJun 2023 to Aug 2023
- Center Court PartnersJun 2022 to Aug 2022
- Plandome Country ClubJun 2021 to Aug 2021
- Siena CollegeSep 2020 to May 2024
- DoordashMar 2020 to Aug 2020
- Manhasset High SchoolSep 2016 to Jun 2020
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
- 8126344
- Firm CRD
- 7691