Brett Couch

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

• 04/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR
• 05/2014 → Present
  Bank Of America N.A.
  Bend, OR

Other Businesses

I*1771273 Entity Type: Fiduciary role Name of OBA: S. L. C. Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/01/2024 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*1767286 Entity Type: Fiduciary role Name of OBA: S. C. Revocable Trust Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/01/2024 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-06
• S66 Uniform Combined State Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  2000-10-06

Other Names

• Brett Alan Couch