Bryan Alexander Simon

Current Employers

Employment History

• 07/2021 → 08/2023
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 10/2018 → 10/2020
  Ernst & Young Llp
  Philadelphia, PA
• 10/2020 → 07/2021
  Unemployed
  Upper Chichester, PA
• 05/2018 → 10/2018
  Post Grad Frictionally Unemployed
  Upper Chichester, PA
• 10/2013 → 05/2018
  The Pennsylvania State University
  State College, PA
• 08/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 09/2023 → Present
  Bank Of America, N.A.
  Aventura, FL

Other Businesses

I*1827288, Entity Type: Not for Profit, Name of OBA: BNI Edgewater, Address: Miami, Florida 33132, Investment Related: No, Position, Title, Association: Committee, Employee Start Date: 06/04/2024, No Hours: 2, No Hours during trading: 0.5, Duties: BNI is a referral organization, my responsibilities will include presenting to the group and referring non banking/investing business to the group. As for my potential board position, it is not guaranteed which position I would get, if any. I*: 2575291 Entity Type: Business or Industry Organization Name of OBA: FICPA Address: Orlando, FL 32801 Investment Related: No Position, Title, Association: Treasurer, Other Employee Start Date: 07/01/2025 Number of Hours: 1.5 hrs wkly Number of Hours during trading: .5 hr wkly Duties: It is a networking organization for CPA's in the state of florida. They do both social events as well as continuing education for the members. I would be either a treasurer or a social coordination for the organization. The organization is a nonprofit organization. I would be either a treasurer or a social coordination for the organization. The organization is a nonprofit organization. I*2012263, Entity Type: Entity Charitable, Name of OBA: United Way Broward Country, Address: Fort Lauderdale, Florida, 33316, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 08/12/2025, No Hours: 3 Monthly, No Hours during Trading: 1 Monthly, Duties: Be on the committee helping plan events and improve engagement.United Way Broward's purpose is to improve the Health, Education, and Financial Prosperity of every person in the Broward County Committee. I*2012264, Entity Type: Entity Charitable, Name of OBA: United Way Miami, Address: Miami, Florida, 33129, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 08/16/2025, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties: Help plan and help with their biggest fund raising event (will not have access to funds) and also to be on the membership committee welcoming new members. IT is a volunteer organization with the mission of positively impacting Health & Wellness, Education, Resilient Community, and Economic Prosperity of the local Miami Dade community.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-25
• S63 Uniform Securities Agent State Law Examination
  2021-11-30

Other Names

• Bryan A Simon
• Bryan Simon