Bridgette A Nicholson

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

• 08/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA

Other Businesses

I*3728266 Entity Type: N/A Name of OBA: J M S Address: SEAL BEACH, California, 90740 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/14/2024 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2009-04-29
• S63 Uniform Securities Agent State Law Examination
  1997-05-22

Other Names

• Bridgette Castille Nicholson
• Bridgette Ann Castille
• Bridgette Ann Nicholson
• Bridgette Ann Castille