Brandon Mark Fuller

$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	2026-05-11
CA	RA	APPROVED	2026-03-17

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	09/2024	Present
Desert Mountain Highschool	Scottsdale	AZ	01/2020	05/2024
Mountainside Middle School	Scottsdale	AZ	01/2014	12/2019
Barrett Honors College Arizona State University	Tempe	AZ	05/2024	Present
Vuori, Inc	Scottsdale	AZ	11/2023	08/2024
Nordstrom, Inc.	Scottsdale	AZ	05/2023	09/2023

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
01/2020 → 05/2024

Desert Mountain Highschool

Scottsdale, AZ
01/2014 → 12/2019

Mountainside Middle School

Scottsdale, AZ
05/2024 → Present

Barrett Honors College Arizona State University

Tempe, AZ
11/2023 → 08/2024

Vuori, Inc

Scottsdale, AZ
05/2023 → 09/2023

Nordstrom, Inc.

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-17