Brandon Riad Hanna

$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
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2020-09-03
CT	RA	APPROVED	2020-07-27

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2020	Present
Trillium Trading Llc	417 5Th Avenue	NY	09/2018	03/2020
Unemployed	Egg Harbor Township	NJ	05/2018	09/2018
University Of Miami	Coral Gables	FL	08/2014	05/2018
Lb Carpenter Cpa	Coral Gables	FL	01/2017	05/2018
Fuze Italian	Avalon	NJ	06/2017	08/2017
Moon Thai And Japanese	Coral Gables	NJ	10/2015	10/2016
Unemployed	Egg Harbor Township	NH	10/2016	01/2017
Bank Of America, N.A.	New York	NY	06/2020	Present

04/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2018 → 03/2020

Trillium Trading Llc

417 5Th Avenue, NY
05/2018 → 09/2018

Unemployed

Egg Harbor Township, NJ
08/2014 → 05/2018

University Of Miami

Coral Gables, FL
01/2017 → 05/2018

Lb Carpenter Cpa

Coral Gables, FL
06/2017 → 08/2017

Fuze Italian

Avalon, NJ
10/2015 → 10/2016

Moon Thai And Japanese

Coral Gables, NJ
10/2016 → 01/2017

Unemployed

Egg Harbor Township, NH
06/2020 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-25