Brendan Lutch

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

• 09/2020 → 10/2021
  Fidelity Investments
  Merrimack, NH
• 06/2017 → 08/2017
  Performance Builders
  Chelmsford, MA
• 06/2018 → 08/2018
  Sunbelt Rentals
  Hyde Park, MA
• 07/2019 → 08/2019
  Performance Builders
  Chelmsford, MA
• 10/2017 → 02/2019
  Max Ultimate Foods
  Roxbury, MA
• 07/2020 → 08/2020
  Unemployed
  Milton, MA
• 08/2016 → 05/2020
  College Of The Holy Cross
  Worcester, MA
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2021 → 08/2022
  Unemployed
  Boston, MA
• 11/2022 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*2178286, Entity Type: , Name of OBA: My parents P and S L, Address: Osterville, Massachusetts, 02655, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Jan-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02
• S63 Uniform Securities Agent State Law Examination
  2021-02-03

Other Names

• Brendan Patrick Lutch
• Brendan Lutch