Brian Joseph Croutier

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

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hewlett, NY
• 05/2015 → Present
  Bank Of America, N.A.
  Hewlett, NY

Other Businesses

I*80267FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE FRIENDS OF MERCY MEDICAL CENTERINVESTMENT RELATED: NADDRESS OF BUSINESS: ROCKVILLE CENTRE, NEW YORK 11570NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2009NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CHARITY ORGANIZATION FOR MERCY MEDICAL CENTER.I AM CONSIDERED A 1ST VP I*1947297, Entity Type Entity Charitable, Name of OBA: RVC Community Fund Inc. Address: Rockville Centre New York 11570 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/12/2024No Hours: 10 yearly No Hours during trading:0 Duties:Helping organize the golf outing

Exams

• S66 Uniform Combined State Law Examination
  2015-03-23

Other Names

• Brian Croutier