Ben D Brucciani

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

• 08/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 06/2011 → Present
  Bank Of America,N.A.
  Bloomington, MN

Other Businesses

I*3103304Entity Type: N/AName of OBA: L BAddress: Lakeville, Minnesota, 55044Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/01/2025Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Power of Attorney for Child/Grandchild I*3755417 Entity Type: N/A Name of OBA: E B Address: Lakeville, Minnesota, 55044 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/11/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-16
• S63 Uniform Securities Agent State Law Examination
  1994-09-30

Other Names

• Ben D Brucciani
• Ben David John Brucciani