Mallory Brenner

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

• 05/2007 → Present
  Citigroup Global Markets Inc.
  Uniondale, NY
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Previous Registrations

• 2007-05-29 → 2025-05-19
  Citigroup Global Markets Inc.
  New York, NY
  Uniondale, NY
  Woodsburg, NY
• 2002-04-10 → 2007-05-29
  Citicorp Investment Services
  Uniondale, NY
  Uniondale, NY
  Uniondale, NY

Other Businesses

I*2426262, Entity Type: not for profit, Name of OBA: Suffolk Y JCC, Address:Commack, NY 11725, Investment Related: N, Position, Title, Association: Honorary Director, Employee State Date: 01/01/2006, No Hours: 0 , No Hours during Trading: 0, Duties: Jewish Community Center

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-29
• S63 Uniform Securities Agent State Law Examination
  1994-11-19

Designations

• Certified Financial Planner

Other Names

• Mallory Weil Brenner
• Mallory Weil