Bradley Nathan Wiss

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 03/2016 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2012-01-01 → 2016-01-20
  Morgan Stanley
  Chicago, IL

Other Businesses

I*89901 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TOURRETS SYNDROME GOLF BOARD INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW YORK, NEW YORK NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 01/02/2013 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RAISE AWARENESS FOR THE ANNUAL GOLF EVENT I*127295 For profit or not for profit: For-Profit Organization Name of outside business organization: 31 Years LLC Investment related: N Address of business: Kansas City, Missouri 64118 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 10/2/2019 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Owner of signage on busy highway in Kansas City

Exams

• S66 Uniform Combined State Law Examination
  2011-12-27