Brandon Alan Ritchie

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

• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 06/2019 → 07/2019
  Lone Star Overnight, Llc
  Dallas, TX
• 12/2018 → 01/2019
  Target Corporation
  Grapevine, TX
• 05/2018 → 08/2018
  Clarity Neuropsychology, Llc
  North Richland Hills, TX
• 08/2017 → 05/2018
  Texas Christian University
  Fort Worth, TX
• 01/2017 → 07/2017
  University Of Arkansas
  Fayetteville, AR
• 01/2020 → 04/2020
  Unemployed
  Bedford, TX
• 06/2017 → 07/2017
  Unemployed
  Bedford, TX
• 08/2016 → 07/2017
  Tarrant County College
  North Richland Hills, TX
• 08/2015 → 12/2019
  Oklahoma State University
  Stillwater, OK
• 05/2020 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-07-30

Other Names

• Brandon Ritchie