Brady Boone Miller

Employer firm

Guidance Point Retirement Services, LLC CRD 161000

$88.2M regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2017
  Fujifilm Dimatix
  Etna, NH
• 02/2017 → 11/2017
  Unemployed
  Atkinson, ME
• 11/2017 → 04/2018
  Okemo Mountain Resort
  Ludlow, VT
• 04/2018 → 11/2018
  Seasonally Unemployed
  Atkinson, ME
• 11/2018 → 04/2019
  Okemo Mountain Resort
  Ludlow, VT
• 04/2019 → 11/2019
  Seasonally Unemployed
  Atkinson, ME
• 11/2019 → 04/2020
  Vail Resorts
  Ludlow, VT
• 04/2020 → 10/2022
  Unemployed
  Atkinson, ME
• 10/2022 → 04/2023
  Ottos Full Service
  Piermont, NY
• 06/2023 → 08/2023
  Flower Foods Company
  Holden, ME
• 08/2023 → 10/2023
  University Of Maine Orono
  Orono, ME
• 10/2023 → 12/2023
  Black Bear Brewery
  Orono, ME
• 02/2024 → 09/2024
  Guidance Point Retirement Services, Llc
  Bangor, ME
• 09/2024 → Present
  Guidance Point Retirement Services, Llc
  Bangor, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12