Scott Brown

$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
TX	RA	APPROVED	2025-09-17
NY	RA	APPROVED	2025-03-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2024	Present
Visible Alpha	New York	NY	10/2021	08/2024
Hobart College	Geneva	NY	08/2016	05/2017
University Of Miami	Coral Gables	FL	08/2017	05/2021
Merrill Lynch	Sewickley	PA	06/2018	08/2018
Merrill Lynch	Chicago	IL	06/2019	08/2019
Sewickley Heights Golf Club	Sewickley	PA	06/2017	08/2017
Unemployed	Sewickley	PA	05/2021	10/2021
Bank Of America, N.A.	New York	NY	01/2025	Present

11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2021 → 08/2024

Visible Alpha

New York, NY
08/2016 → 05/2017

Hobart College

Geneva, NY
08/2017 → 05/2021

University Of Miami

Coral Gables, FL
06/2018 → 08/2018

Merrill Lynch

Sewickley, PA
06/2019 → 08/2019

Merrill Lynch

Chicago, IL
06/2017 → 08/2017

Sewickley Heights Golf Club

Sewickley, PA
05/2021 → 10/2021

Unemployed

Sewickley, PA
01/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-22