Brianna L Cheesmond

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

• 05/2026 → Present
  Bank Of America, N.A.
  East Lansing, MI
• 06/2013 → 02/2017
  Raymond James Financial Services, Inc
  East Lansing, MI
• 02/2017 → 06/2023
  Trifound Financial
  Laingsburg, MI
• 04/2017 → 06/2019
  Brokers International Financial Services, Llc
  Urbandale, IA
• 07/2019 → 06/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2020 → 06/2023
  Trifound Advisory Llc
  Fort Myers, FL
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Lansing, MI
• 07/2023 → 04/2024
  Unemployed
  Laingsburg, MI

Previous Registrations

• 2020-07-17 → 2023-08-08
  Vertis Wealth, Llc
  Laingsburg, MI
• 2019-07-17 → 2021-03-31
  Ae Wealth Management, Llc
  Laingsburg, MI
  Fort Meyers, FL
• 2018-02-20 → 2018-06-12
  Integrity Alliance, Llc.
  Laingsburg, MI
  Urbandale, IA

Other Businesses

I*1844326, Entity Type, Name of OBA: Laingsburg Business & Community Association, Address: Laingsburg, MI, 48848, Investment Related: No, Position, Title, Association: Committee, Board Member, Employee Start Date: 05/22/2024, No Hours: 4hrs/Mo, No Hours during trading: 1, Duties: The Laingsburg Business & Community Association is a group that provides events for the town and bring business and community members together. I am currently a board member and the lead on the winterfest event committee.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09
• S65 Uniform Investment Adviser Law Examination
  2018-02-09

Other Names

• Brianna Louise Arksey
• Brianna Geasler
• Brianna Louise Geasler
• Brianna Louise Cheesmond