Bradley B Dean

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

• 09/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alexandria, VA
• 07/2011 → Present
  Bank Of America, N.A.
  Alexandria, VA

Other Businesses

I*:3865 Entity Type: For-Profit Name: Ultimate Technology, LLC Investment related: No Address: Dulles, VA Advisory Board Member, Start date: 6/1/2009 hours: 4 hrs Mthly trading hours: 0 Duties: Founding member, tax filing complianceI*: 342048 Entity Type: For Profit Name: Ultimate Technology, LLC Investment related: No Address: Dulles, VA Committee, Owner Start: 07/01/2009 hours: 4 mthly trading hrs: 0 Duties: As founders, my wife and I hold a 42% member interest in the LLC. is LLC Manager with significant responsibilities, and my brother is Managing Member. My role is to serve on the Advisory (Executive) CommitteeI*69442 Entity Type: For-Profit Name: Wheels Onsite USA, Inc. Investment related: No Address: Sterling, VA 20166 Nature of business: Mobile Wheel Reconditioning Service 10+ States ,Position, title, association: Advisory Board Member, Start date of relationship: 9/30/2010 Number of hours devoted: 4 hours Monthly Number of hours devoted during trading hours: 1hr Duties: Founder and 44% shareholder of family businessI*:1547301 Entity Type: For Profit Name: Raviton, LLC Investment related: No Address: Sterling, VA Owner Start date: 10/31/2023 hours: 1 mthly, trading hours: 0 Duties: Estate and Tax Planning entity (LLC) formed for the ownership and management of rental real estate and consolidation long approved family business interests (WheelsOnsite USA, Inc. & Ultimate Technology, LLC ). The majority LLC interest to be owned by the B. D. Living Trusts u/a 8/18/2003 with B. D. as grantors. The minority LLC interest will be a new IRRV trust for the benefit of the five children of B. D.. Gifting of LLC interest is expected to occur over time to reduce the Dean's taxable estate. Dean is the Manager of the LLC. Bradley D.'s Living Trust is a member of the LLC, his responsibilities are unchanged from his currently approved AIM & outside business activities.I* 477536 Entity Type: For Profit Name: WheelsOnsite USA, Inc. Investment related: No Address: Sterling, VA, 20166 Position, title, association: Committee Start date of relationship: 09/30/2010 Number of hours devoted: 4 mthly Hours devoted during trading hours: 1 hr Duties: Duties: For profit family business Founding shareholder and member of Advisory Board (uncompensated)I*1767405, Entity Type: For Profit, Name: Relation Lighting Agency, LLC Address: Sterling, VA 20166 Investment Related: No Position, Title, Association: Owner Employee Start Date: No Hours: 1 Monthly No Hours during trading:0 Duties: Relation Lighting Agency, LLC ("RLA") is a family business with the purpose of being a manufacturer sales representative agency for production lighting and equipment sales, primarily to the arts and entertainment industry. RLA conducts sales in the western region of the US, with exclusive representation in the states of CA, NV and HI.I*:2620266Entity Type: For Profit Name: Ultimate Production Property LLC Address: Sterling, VA 20166Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/18/2025Number of Hours: 2 hrs mthly Hours during trading: 0 Duties: A special purpose entity is to be formed with the objective of purchasing a qualified production property (QPP) to then lease both office and industrial manufacturing space to two existing D. family business: WheelsOnsite USA, Inc. and Ultimate Technology, LLC Member capital and if my ownership exceeds I*3070301 Entity Type: Fiduciary role Name of OBA: B & A D Living Trust Address: Aldie, VA Investment: No Association: Trustee Start Date: 11/3/25 Hours: 10, Yearly Hours during trading: 0 Duties: Self, Spouse I*4661273 Name: MR B B D TTEE MRS A L D TTEE U/A DTD 08/18/2003 Address: Aldie, VA Investment: No Association: Co-Trustee Start Date: 08/18/2003 Hours: 0, Yearly Hours during trading: 0, Yearly Duties: Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-03
• S63 Uniform Securities Agent State Law Examination
  1988-08-04

Other Names

• Brad Dean
• Bradley Burdell Dean