Bradley Grayson

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
• 10/2023 → 09/2024
  Self-Employeed
  New York, NY
• 08/2022 → 08/2023
  Bozzuto Group
  Jersey City, NJ
• 03/2022 → 08/2022
  Melchior Productions
  New York, NY
• 08/2020 → 09/2020
  Gallagher Law Firm
  Atlantic City, NJ
• 02/2020 → 03/2020
  Barlan Enterprises, Ltd
  New York, NY
• 12/2018 → 02/2020
  Unemployed
  Rumson, NJ
• 03/2020 → 08/2020
  Unemployed
  Rumson, NJ
• 07/2021 → 03/2022
  Unemployed
  Rumson, NJ
• 09/2024 → 03/2025
  Unemployed
  Rumson, NJ
• 09/2023 → 04/2024
  Universita Per Stranieri Di Perugia
  Perugia
• 08/2020 → 09/2020
  Celebrity Corner
  Atlantic City, NJ
• 01/2021 → 07/2021
  Yang For Ny
  New York, NY
• 08/2014 → 12/2018
  Hobart And William Smith Colleges
  Geneva, NY
• 09/2020 → 01/2021
  Unempoloyed
  Rumson, NJ
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*: 2272284 Entity Type: For Profit Name of OBA: Furniture Sales Address: Rumson, NJ 07760 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 05/17/2025 Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: Part-time sales

Exams

• S66 Uniform Combined State Law Examination
  2025-02-07