Brandon Stewart

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

• 01/2021 → 05/2021
  Mcadam Llc
  Boston, MA
• 05/2018 → 03/2021
  Target
  Danvers, MA
• 08/2017 → 12/2020
  Bentley University
  Boston, MA
• 05/2017 → 09/2017
  Holden Oil
  Peabody, MA
• 05/2015 → 12/2016
  Brooksby Village
  Danvers, MA
• 09/2013 → 06/2017
  Peabody Veterans Memorial High School
  Peabody, MA
• 06/2021 → 10/2022
  Citizens Securities, Inc.
  Medford, MA
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly, MA
• 12/2018 → 03/2020
  Ymca Of Metro North
  Peabody, MA
• 01/2023 → Present
  Bank Of America, N.A.
  Beverly, MA

Previous Registrations

• 2021-10-07 → 2022-10-17
  Citizens Securities, Inc.
  Medford, MA
  Hudson, MA
  West Palm Beach, FL
• 2021-04-06 → 2021-06-03
  Mcadam Llc
  Boston, MA
  Radnor, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-16
• S65 Uniform Investment Adviser Law Examination
  2021-03-29

Other Names

• Brandon William Stewart