Brett Joseph Bujdos

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

• 05/2022 → 11/2025
  Sgh Wealth Management
  Lathrup Village, MI
• 05/2021 → 04/2022
  Key Management Group
  Troy, MI
• 05/2020 → 12/2020
  Rackham Golf Course
  Huntington Woods, MI
• 05/2019 → 09/2019
  Akron Rubberducks
  Akron, OH
• 09/2018 → 04/2019
  Biggby Coffee
  Dewitt, MI
• 05/2017 → 08/2017
  Meijer Distribution Center
  Grand Rapids, ME
• 12/2020 → 05/2021
  Michigan State University
  East Lansing, MI
• 08/2019 → 05/2020
  Michigan State University
  East Lansing, MI
• 08/2017 → 09/2018
  Catholic University Of America
  Washington Dc, DC
• 07/2014 → 05/2017
  Forest Hills Northern High School
  Grand Rapids, MI
• 02/2026 → 06/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2026 → 06/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2026 → 06/2026
  Rws Financial Group
  Farmington Hills, MI
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 07/2026 → Present
  Bank Of America, N.A.
  Farmington Hills, MI

Previous Registrations

• 2026-02-11 → 2026-06-30
  Cambridge Investment Research Advisors, Inc.
  Farmington Hills, MI
• 2024-10-25 → 2025-11-19
  Sgh Wealth Management
  Lathrup Village, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-01-24

Designations

• Certified Financial Planner