Brett Harris Weisberg

$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	2026-02-13
NY	RA	APPROVED	2026-01-05

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	07/2022	Present
Boston College	Chestnut Hill	MA	08/2021	05/2022
Bank Of America Private Bank	Boston	MA	06/2021	08/2021
Boston College	Chestnut Hill	MA	08/2020	05/2021
Ubs	Weehawken	NJ	07/2020	08/2020
Boston College	Chestnut Hill	MA	08/2019	05/2020
Economou & Economou	Syosset	NY	06/2019	07/2019
Boston College	Chestnut Hill	MA	08/2018	05/2019
Manhasset High School	Manhasset	NY	09/2014	06/2018
Strathmore-Vanderbilt Co Club	Manhasset	NY	07/2017	08/2017
Talentwave (North Hempstead Country Club)	Hill	NY	06/2018	07/2018

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
08/2021 → 05/2022

Boston College

Chestnut Hill, MA
06/2021 → 08/2021

Bank Of America Private Bank

Boston, MA
08/2020 → 05/2021

Boston College

Chestnut Hill, MA
07/2020 → 08/2020

Ubs

Weehawken, NJ
08/2019 → 05/2020

Boston College

Chestnut Hill, MA
06/2019 → 07/2019

Economou & Economou

Syosset, NY
08/2018 → 05/2019

Boston College

Chestnut Hill, MA
09/2014 → 06/2018

Manhasset High School

Manhasset, NY
07/2017 → 08/2017

Strathmore-Vanderbilt Co Club

Manhasset, NY
06/2018 → 07/2018

Talentwave (North Hempstead Country Club)

Hill, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-15