Brian Andrew Bonvechio

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Beach, CA
• 09/2009 → Present
  Bank Of America, Na
  Long Beach, CA

Other Businesses

I*2126277, Entity Type: Fiduciary, Name of OBA: Individual trust for MM., Address: Palos Verdes Estates, California, 90274, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 12/13/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2930292, Entity Type: , Name of OBA: Trustee for my nephew, F M, trust account, Address: Palos Verdes Estates, California, 90274, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09/30/2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2002-05-08