Brenda Lee Harris

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

• 12/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO

Other Businesses

I*35163 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRENDA HARRIS INVESTMENT RELATED: N ADDRESS OF BUSINESS: HIGHLANDS RANCH, COLORADO 80126 NATURE OF BUSINESS: OTHER, HOUSE RENTALS POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 1/1/2000 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENT OUT HOUSES I*101280 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: B HARRIS PROPERTIES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: HIGHLANDS RANCH, COLORADO 80126 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2017 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES I*, Entity Type, Name of OBA: LC and DO, DMO Trust Address: Highlands Ranch, Colorado, 80126 Investment Related: No Position, Title, Association: Executor Employee Start Date: 10-May-2024 No Hours: 100 weekly No Hours during trading:10 Duties: Executor and Trustee for estate plan I*1906290, Entity Type Fiduciary role, Name of OBA: B L HEXEC EST OF D M O Address: Highlands, Colorado, 80126 Investment Related: yes Position, Title, Association: Executor Employee Start Date: 01-May-2024 No Hours: 10 weekly No Hours during trading: 0 Duties: Executor I*1916279 Entity Type, Name of OBA: BRENDA L HARRIS EXEC EST OF LDC ESTATE Address: Highlands Ranch, Colorado Investment Related: No Position, Title, Association: Executor Employee Start Date: 27-Apr-2024 No Hours: 100 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2003-04-29
• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Other Names

• Brenda L Fulcher
• Brenda Lee Fulcher
• Brenda Lee Fulcher