Brian Keith Bernath

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

• 04/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Previous Registrations

• 1998-08-19 → 2003-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

I*3442265 Entity Type: Entity Governmental Name of OBA: Matawan Borough Office of Emergency Management Address: Matawan, New Jersey, 7747 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/12/2026 Number of Hours: 25, Monthly Number of Hours during trading: 0, Monthly Duties: Office of Emergency Management is responsible for the development, maintenance and implementation of Matawan Borough's All Hazard Emergency Operations Plan. The office is responsible to assist local resources in the event of a hazard and work with both county and State entities on larger scale emergencies. Deputy OEM Coordinator will under direction of the Municipal Emergency Management Coordinator, plans, organizes, and conducts varied emergency management operations within the municipality, and coordinates activities of the municipal emergency management staff; does other related duties as required. EXAMPLES OF WORK: Plans, organizes, and develops emergency management programs and procedures within the municipality. Establishes and maintains the municipal emergency operations center on a continual basis. Directs and integrates the practice exercises of the municipality with that of county and state emergency management organizations. When a state of emergency has been declared, works with the Municipal Emergency Management Coordinator who alerts, mobilizes, coordinates, and directs activities of the municipal emergency management units with those of other local agencies and the county organization so as to implement emergency management operations.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-18