Brittany Emilia Hopkins

$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
CT	RA	APPROVED	2023-05-03

Branch Locations

1 Financial Plz, Providence, RI 02903 • United States

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

Organization	City	State	From	To
Bank Of American Private Bank	Boston	MA	07/2018	Present
Boston College	Chestnut Hill	MA	09/2014	05/2018
Unemployed	Rumson	NJ	05/2018	06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	07/2022	Present

07/2018 → Present

Bank Of American Private Bank

Boston, MA
09/2014 → 05/2018

Boston College

Chestnut Hill, MA
05/2018 → 06/2018

Unemployed

Rumson, NJ
07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-01

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