Brandon Emkes

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

• 03/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Indianapolis, IN
• 07/2012 → Present
  Bank Of America, N.A.
  Indianapolis, IN

Other Businesses

I*4099267, Entity Type: Entity Charitable, Name of OBA: The Oaks Academy, Address: Indianapolis, Indiana, 46202, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/01/2026, No Hours: 20 Weekly, No Hours during Trading: 5 Weekly, Duties: Coach Soccer for April & May 2026, The Oaks Academy is an Indianapolis charter school that my children attend.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-13

Other Names

• Brandon Alexander Emkes