Brandon O Winkler

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

• 04/2024 → 10/2024
  Massmutual Life Insurance Company
  Las Vegas, NV
• 06/2024 → 10/2024
  Mml Investors Services, Llc
  Las Vegas, NV
• 02/2016 → 06/2021
  Cliffside Research
  Huntington Beach, CA
• 07/2022 → 08/2023
  Macro
  Las Vegas, NV
• 06/2021 → 07/2022
  Unemployed
  Las Vegas, NV
• 08/2023 → 04/2024
  Unemployed
  Las Vegas, NV
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 02/2025 → Present
  Bank Of America, N.A.
  Las Vegas, NV
• 10/2024 → 01/2025
  Unemployed
  Las Vegas, NV

Previous Registrations

• 2024-09-05 → 2024-11-18
  Mml Investors Services, Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2024-08-19
• S63 Uniform Securities Agent State Law Examination
  2004-05-04

Other Names

• Brandon Orie Winkler