Russell Martin Brander

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

• 06/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Weeki Wachee, FL
• 05/2012 → Present
  Bank Of America, N.A.
  Weeki Wachee, FL

Previous Registrations

• 1998-01-26 → 2011-06-22
  Truist Investment Services, Inc.
  Spring Hill, FL
  Brooksville, FL
  Naples, FL
  New Port Richey, FL
  Brooksville, FL
  Bayonet Point, FL
  Hudson, FL
  Brooksville, FL
  Spring Hill, FL
  Spring Hill, FL
  New Port Richey, FL
  New Port Richey, FL
  New Port Richey, FL
  Weeki Wachee, FL
  Hudson, FL
  Brooksville, FL
  Brooksville, FL
  Spring Hill, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-01
• S63 Uniform Securities Agent State Law Examination
  1996-03-15

Designations

• Certified Financial Planner

Other Names

• Russell M (Jr) Brander