Brandon Michael Ming Yung Tse

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

• 07/2021 → Present
  Merrill Lynch
  Irvine, CA
• 01/2021 → 07/2021
  State And Liberty Clothing Co.
  Newport Beach, CA
• 11/2020 → 01/2021
  Indochino
  Newport Beach, CA
• 09/2019 → 09/2020
  Pepperdine University
  Malibu, CA
• 08/2014 → 06/2018
  Sage Hill School
  Newport Beach, CA
• 08/2018 → 05/2021
  Pepperdine University
  Malibu, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13

Other Names

• Brandon Tse