Bryant Joseph O'donnell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- The Severn SchoolNov 2025 to May 2026
- UnemployedAug 2025 to Oct 2025
- Brown Harris StevensMay 2025 to Jul 2025
- Marist UniversitySep 2024 to May 2025
- Sag Harbor Cove Yacht ClubJun 2024 to Aug 2024
- Marist UniversitySep 2023 to May 2024
- Sag Harbor Cove Yacht ClubJun 2023 to Aug 2023
- Marist UniversitySep 2022 to May 2023
- Sag Harbor Cove Yacht ClubJun 2022 to Aug 2022
- Marist UniversitySep 2021 to May 2022
- Sag Harbor Cove Yacht ClubJun 2021 to Aug 2021
- UnemployedJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8305481
- Firm CRD
- 7691