Olivia Brinker

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-07-09
PA	RA	APPROVED	2017-09-13

TX RA
APPROVED

Since 2018-07-09
PA RA
APPROVED

Since 2017-09-13

Branch Locations

Gibsonia, PA • United States

600 Grant St, Pittsburgh, PA 15219 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pittsburgh	PA	12/2015	Present
Chatham University - Student	Shadyside	PA	08/2015	12/2016
Bank Of America, N.A.	Pittsburgh	PA	07/2017	Present

12/2015 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsburgh, PA
08/2015 → 12/2016

Chatham University - Student

Shadyside, PA
07/2017 → Present

Bank Of America, N.A.

Pittsburgh, PA

Other Businesses

I*434343, Entity Type: Entity for Profit, Name of OBA: Wesley Family Services, Address: Pittsburgh, Pennsylvania 15220, Investment Related: N, Position, Title, Association: Event Planner, Employee Start Date: 07/12/2018, No Hours: 0, No Hours during trading: 0, Duties: Event planning

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-12

S66 Uniform Combined State Law Examination

2017-09-12

Other Names

Olivia Nicole Brinker

View on SEC IAPD