Bryan Andrew Joachim

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

• 03/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2017 → 03/2019
  Publicis Media Sports And Entertainment
  New York, NY
• 10/2015 → 02/2019
  Zenith Media
  New York, NY
• 04/2019 → Present
  Bank Of America, N.A
  New York, NY

Other Businesses

I*3935269 Entity Type: Name of OBA: Trust for J Address: Plainview, New York, 11803Investment Related: NoPosition, Title, Association: Co-Trustee Employee Start Date: 03/23/2026 Number of Hours: 1, YearlyNumber of Hours during trading: 1, Yearly Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-05-31

Other Names

• Bryan Joachim