Brian Jaromir Marek

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

• 06/2013 → 12/2016
  Wealthspan Financial Group
  Atlanta, GA
• 01/2016 → 12/2016
  Lpl
  Atlanta, GA
• 12/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 12/2016 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2016-01-07 → 2016-12-20
  Lpl Financial Llc
  Suwanee, GA
• 2014-04-10 → 2016-01-08
  Securian Financial Services, Inc.
  Smyrna, GA
  St Paul, MN
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-10