Cassius Johnson

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2023 → 03/2025
  Dan Klores Communications
  New York City, NY
• 12/2022 → 07/2023
  Unemployed
  Greenwich, CT
• 09/2017 → 12/2022
  University Of San Diego
  San Diego, CA
• 08/2014 → 09/2017
  Brunswick School
  Greenwich, CT
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*2272301, Entity Type Entity Charitable, Name of OBA: Black Fives Foundation Address: GreenwichConnecticut06830 Investment Related: No Position, Title, Association: Board Member Employee Start Date:01/01/2013 No Hours:5 monthly No Hours during trading: 0 Duties: The Black Fives Foundation is a nonprofit organization dedicated to researching, preserving, and honoring the pre-NBA history of African Americans in basketball. My expected responsibilities for this organization are to utilize my experience as a student athlete, as well as someone who has worked in the sports industry to bring a unique perspective to the decision making process.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-28