Bradley Daniel Kushner

$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
TX	RA	APPROVED	2021-10-06
NY	RA	APPROVED	2021-07-15
CT	RA	APPROVED	2020-12-01

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	01/2020	Present
Authentic Brands Group	New York City	NY	05/2018	12/2018
Palisades Media Ventures (Young & Rubicam)	New York	NY	12/2017	03/2018
Unemployed	Sleepy Hollow	NY	04/2018	05/2018
Blue Group Entertainment (United Talent Agency)	New York	NY	03/2016	01/2017
Unemployed	New York	NY	01/2017	11/2017
Pepperdine University Graziadio	Malibu	CA	01/2016	12/2019

01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2018 → 12/2018

Authentic Brands Group

New York City, NY
12/2017 → 03/2018

Palisades Media Ventures (Young & Rubicam)

New York, NY
04/2018 → 05/2018

Unemployed

Sleepy Hollow, NY
03/2016 → 01/2017

Blue Group Entertainment (United Talent Agency)

New York, NY
01/2017 → 11/2017

Unemployed

New York, NY
01/2016 → 12/2019

Pepperdine University Graziadio

Malibu, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-27

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