Bryce Valentino Brown

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
  New York, NY
• 12/2019 → 04/2020
  Unemployed
  Evansville, IN
• 06/2016 → 12/2019
  Purdue University
  West Lafayette, IN
• 05/2019 → 07/2019
  Old National Bancorp
  Evansville, IN
• 07/2020 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*520327 For profit or not for profit: Entity For Profit Name of outside business organization: VP Real Estate LLC Investment related: Y Address of business: Indianapolis, Indiana, 46204 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 9/20/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Provide rental housing for single families. My responsibilities include time & effort - finding potential properties.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-06