Brian Crawley

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Port Washington, NY
• 06/2016 → 02/2019
  Celebrity Moving
  New Hyde Park, NY
• 02/2019 → 06/2020
  Essex Financial Services
  Southport, CT
• 06/2020 → 07/2021
  Merrill Lynch
  Garden City, NY
• 05/2018 → 12/2018
  Club Corp
  New Hyde Park, NY
• 01/2019 → 09/2019
  Express Lacrosse
  Southport, CT
• 11/2021 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I ""962425"",Name of OBA: The Fat Sunday LLC,Address: Port Washington, New York,Investment Related: N,Position, Title: ["Officer"],Employee Start Date: 8/22/2022,No Hours: 8, Weekly,No Hours during trading: 0,Duties: I created an LLC for my social media account on instagram @thefatsunday that posts pictures and content about all things food related. Potential partnerships would be to promote food products for various local restaurants or other similar social media accounts focused on sharing their love for food.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08