Berkeley Briar Sadigurski

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

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 07/2025 → 11/2025
  Unemployed
  Palatka, FL
• 01/2025 → 07/2025
  Unload My Home Llc
  Jacksonville, FL
• 01/2024 → 12/2024
  3 Shacks Capital Partners Llc
  Keystone Heights, FL
• 07/2023 → 12/2023
  Self Employed- Sunshine Signings Llc
  Palatka, FL
• 01/2019 → 07/2023
  Self Employed- Bird Beak
  Stowe, VT
• 05/2012 → 01/2019
  Prohibition Pig
  Waterbury, VT
• 01/2026 → Present
  Bank Of America, N.A.
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Berkeley Briar Brooks
• Berkeley B Sadigurski