Brittany Andrieni Thomas

$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
TN	RA	APPROVED	2026-02-06

Branch Locations

222 2Nd Ave S, Nashville, TN 37201 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	07/2022	Present
Bank Of America Private Bank	Atlanta	GA	06/2021	08/2021
Elwood & Goetz	Athens	GA	07/2020	09/2020
Taqueria El Vecino	Atlanta	GA	06/2017	08/2018
Full Time High School Student	Atlanta	GA	08/2014	05/2018
Full Time College Student	Athens	GA	08/2018	06/2022
Bank Of America, N.A.	Nashville	TN	02/2026	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
06/2021 → 08/2021

Bank Of America Private Bank

Atlanta, GA
07/2020 → 09/2020

Elwood & Goetz

Athens, GA
06/2017 → 08/2018

Taqueria El Vecino

Atlanta, GA
08/2014 → 05/2018

Full Time High School Student

Atlanta, GA
08/2018 → 06/2022

Full Time College Student

Athens, GA
02/2026 → Present

Bank Of America, N.A.

Nashville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-06

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