Brian Michael Neeley Nordin

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

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*5426272 Entity Type: Entity Charitable Name of OBA: Seaside School Consortium, Inc. Address: Jacksonville, Florida, 32233 Investment Related: No Position, Title, Association: Board Member,Director Employee Start Date: 09/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: The purpose of the organization is to provide a Waldorf inspired K-8 education to families in the Jacksonville Florida area. Expected responsibilities include: attending Board meetings, participating in volunteering for the school and for activities and committees associated with directorship on the Board of Directors for the school.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-07
• S63 Uniform Securities Agent State Law Examination
  2015-04-09

Other Names

• Brian M Neeley
• Brian Michael Neeley