Bradley John Armell

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-01-25
CT	RA	APPROVED	2008-10-31
FL	RA	APPROVED	1999-05-06

TX RA
APPROVED_RES

Since 2013-01-25
CT RA
APPROVED

Since 2008-10-31
FL RA
APPROVED

Since 1999-05-06

Branch Locations

100 Federal St, Boston, MA 02110 • United States

300 Broadhollow Rd, Melville, NY 11747 • United States

North Attleboro, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	01/1994	Present

01/1994 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-12-23
S63	Uniform Securities Agent State Law Examination	1994-09-16

S65 Uniform Investment Adviser Law Examination

1996-12-23
S63 Uniform Securities Agent State Law Examination

1994-09-16

Other Names

Bradley J Armell

View on SEC IAPD

Employer firm

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

Other Names

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