Brendan Bassett

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2017 → 12/2021
  Northeastern University
  Boston, MA
• 06/2021 → 08/2021
  Cardumen Capital
  Tel Aviv
• 06/2020 → 05/2021
  Bank Of America Merrill Lynch
  Boston, MA
• 07/2019 → 11/2019
  Brown Brothers Harriman And Co.
  Boston, MA
• 03/2019 → 06/2019
  Vienna University Of Economics And Business
  Vienna
• 02/2019 → 02/2019
  Unemployed
  Littleton, MA
• 04/2018 → 03/2019
  Marriott International
  Boston, MA
• 08/2017 → 12/2017
  Ciee Global Institute
  Berlin
• 06/2017 → 08/2017
  Littleton Parks And Recreation
  Littleton, MA
• 04/2017 → 07/2017
  Catalano Companies - Dunkin
  Groton, MA
• 12/2016 → 02/2017
  Littleton High School
  Littleton, MA
• 08/2016 → 11/2016
  Ixtapa Mexican Grille
  Groton, MA
• 10/2021 → 12/2021
  Northeastern University
  Boston, MA
• 01/2022 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03

Other Names

• Brendan Tyler Bassett