Brian Michael Robinson

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

• 03/2021 → 01/2022
  Morgan Stanley
  Gilbert, AZ
• 07/2019 → 03/2020
  Tupelo Restaurant Inc
  San Diego, CA
• 05/2020 → 12/2020
  Tupelo Restaurant Inc
  San Diego, CA
• 04/2019 → 07/2019
  Cmv Pacific Llc
  San Diego, CA
• 07/2017 → 11/2017
  Viewpoint Brewing
  San Diego, CA
• 03/2018 → 01/2019
  Bank Of America
  San Diego, CA
• 01/2016 → 03/2018
  State Farm Insurance
  San Diego, CA
• 04/2017 → 08/2017
  Hookit
  San Diego, CA
• 12/2020 → 03/2021
  Unemployed
  San Diego, CA
• 03/2020 → 05/2020
  Unemployed
  San Diego, CA
• 01/2019 → 04/2019
  Unemployed
  San Diego, CA
• 01/2022 → 04/2024
  The Vanguard Group
  Scottsdale, AZ
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 04/2024 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Previous Registrations

• 2022-01-31 → 2024-04-30
  Vanguard Advisers, Inc.
  Phoenix, AZ
• 2021-08-24 → 2022-01-21
  Morgan Stanley
  Gilbert, AZ
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-08-20

Other Names

• Brian Robinson
• Brian M Robinson