Brendon Brett Sorenson

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint George, UT
• 08/2016 → 06/2019
  Dixie State University
  St. George, UT
• 05/2015 → 08/2018
  Us Forest Service
  Richfield, UT
• 09/2018 → 01/2019
  State Bank Of Southern Utah
  St. George, UT

Other Businesses

I*1397306 For profit or not for profit: Entity For Profit Name of outside business organization: Not Sure of Name Yet - Depends on product Investment related: N Address of business: st george, Utah, 84770, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/20/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , My wife will run operations. I will help with initial funding and feedback.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-17

Other Names

• Brendon Sorenson