Joseph Charles Brigida

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

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 05/2016 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*92983FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MORRIS MUSEUMINVESTMENT RELATED: NADDRESS OF BUSINESS: 6 NORMANDY HEIGHTS ROAD, MORRISTOWN, NEW JERSEY 7960NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 2/25/2016NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: A PRIVATE, NONPROFIT CORPORATION. CO-CHAIR OF THE "MORRIS MUSEUM'S" ANNUAL GOLF OUTING. I*3134279 Entity Type: Entity Charitable Name of OBA: Morristown Lady Colonials Lacrosse Club Address: Morristown, New Jersey Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/06/2025 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: The goal of the Morristown Lady Colonials Lacrosse Club Inc. is to promote lacrosse among girls in the Greater Morristown Area and to expand the fastest-growing sport's appeal to a broad range of players. Coordinate & run the spring lacrosse clinics for Pre-Kindergarten through 2nd-grade

Exams

• S66 Uniform Combined State Law Examination
  2016-09-08
• S63 Uniform Securities Agent State Law Examination
  2012-05-09

Other Names

• Joe Charles Brigida