Seamus Edward Bruner

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

• 09/2000 → Present
  Bank Of America, N.A.
  San Francisco, CA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 02/2023 → Present
  Bank Of America, N.A
  San Francisico, CA

Previous Registrations

• 2007-03-19 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

I*1640264, Name of OBA: Personal - Art Production and Sales Address: Petaluma, CA Investment Related: NO, Position, Title, Association: Other Employee Start Date:12/25/2023 No Hours: Weekly No Hours during trading: 0Duties: Making Art - Painting. I*1914297, Entity Type, Entity Charitable, Name of OBA: HANA Foundation, Address: Petaluma, CA, 94954, Investment Related: No, Position, Title, Association: Director, Employee Start Date: 07/15/2024, No Hours: 8hrs/Mo, No Hours during trading: 0, Duties: Charitable Foundation for Art Sales. Rather than sell are myself, I'd like to create a charity that would sell all the art and donate the proceeds to other charities.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-16