Brandon M Perzin

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-08-04
MD	RA	APPROVED	2016-02-01
TX	RA	APPROVED	2012-05-07
NJ	RA	APPROVED	2012-04-09

Branch Locations

100 International Dr, Baltimore, MD 21202 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	01/2012	Present
Bank Of America, N.A.	Pennington	NJ	08/2026	Present

01/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2026 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-05

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