Brandon Cody Patterson

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2025 → 02/2026
  Aflac
  Auburn, AL
• 03/2025 → 05/2025
  Ponko
  Auburn, AL
• 08/2020 → 05/2026
  Auburn University
  Auburn, AL
• 05/2024 → 08/2024
  Urban Wok
  Auburn, AL
• 04/2022 → 01/2024
  Ponko
  Auburn, AL
• 09/2018 → 08/2021
  Target
  East Windsor, NJ
• 06/2016 → 09/2018
  Unemployed
  Robbinsville, NJ
• 09/2021 → 03/2022
  Guthrie's Chicken
  Auburn, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-13
• S63 Uniform Securities Agent State Law Examination
  2026-01-28

Other Names

• Brandon C Patterson