Brandon A Thomas

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

• 09/2015 → 04/2020
  University Of Michigan
  Ann Arbor, MI
• 05/2019 → 08/2021
  Hantz Group
  Southfield, MI
• 05/2018 → 08/2018
  The Website Marketing Group
  Sydney
• 04/2017 → 08/2017
  Hoover & Associates
  Royal Oak, MI
• 09/2021 → 03/2022
  Morgan Stanley
  Birmingham, MI
• 04/2022 → Present
  Merrill Lynch
  Ann Arbor, MI

Previous Registrations

• 2021-10-07 → 2022-04-06
  Morgan Stanley
  Birmingham, MI
• 2021-04-14 → 2021-08-12
  Hantz Financial Services, Inc.
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-04-14

Other Names

• Brandon Andrew Thomas