Bradley Thomas Burton

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

• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
• 07/2016 → 01/2019
  Door To Door Floors
  Columbia, SC

Other Businesses

I*3907265, Entity Type: , Name of OBA: Rental Property 1, Address: Martinez, Georgia, 30907, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/06/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-05-03

Other Names

• Brad Thomas Burton
• Bradley Burton