Brandi May Davan

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
FL	RA	APPROVED	2024-06-12
NH	RA	APPROVED	2017-06-13

FL RA
APPROVED

Since 2024-06-12
NH RA
APPROVED

Since 2017-06-13

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

871 Venetia Bay Blvd Suite 100, Venice, FL 34285 • 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	Manchester	NH	05/2016	Present

05/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manchester, NH

Other Businesses

I*3392276Entity Type: N/aName of OBA: Davan Family Household EmployerAddress: North Port, Florida, 34287Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 12/29/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: To pay our in-home daycare provider, we are required to obtain an EIN and set up a payroll service as an employer. I am the business owner/employer and will be using personal earned wages to pay my in-home daycare provider to care for my child while I work. I*5262269, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Amazon Vine Address: Seattle WA 98108 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/17/2026 No Hours: 1 Monthly No Hours during trading: 0 Duties: Provide anonymous reviews in exchange for free products. Provide anonymous reviews for new or low-reviewed items on amazon. Amazon Vine is an invitation-only program run by Amazon that connects trusted reviewers, known as "Vine Voices," with brand-registered sellers who need honest and insightful reviews for new or newly launched products. Reviewers get free products to test, and sellers receive early, detailed feedback to build product credibility

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-12

S66 Uniform Combined State Law Examination

2017-06-12

Other Names

Brandi M Buontempo
Brandi May Buontempo

View on SEC IAPD