Brandon Edouard Cousanca

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-17
NC	RA	APPROVED	2017-10-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Gallagher Benefit Services - Charlotte	Charlotte	NC	07/2013	09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	09/2017	Present
Burns-Fazzi Brock & Associates (Gallagher Benefit)	Charlotte	NC	08/2013	09/2017
Bank Of America, N.A.	Raleigh	NC	11/2017	Present

07/2013 → 09/2017

Gallagher Benefit Services - Charlotte

Charlotte, NC
09/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
08/2013 → 09/2017

Burns-Fazzi Brock & Associates (Gallagher Benefit)

Charlotte, NC
11/2017 → Present

Bank Of America, N.A.

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-23
S63	Uniform Securities Agent State Law Examination	2008-10-21

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