Bryan Azadian Leonard

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

• 01/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2009 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*122136 For profit or not for profit: Non-Profit Organization Name of outside business organization: Alpha Tau Omega Housing Corporation Investment related: N Address of business: Austin, Texas 78705 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 4/10/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The house corp oversees the maintenance and financial aspects of the ATO house and serves as an advisory board to active members of the organization. I would be responsible for helping make decisions in regard to house management and fund raising

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-16
• S63 Uniform Securities Agent State Law Examination
  1998-10-13