Brady J Dilena

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

• 03/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA
• 08/2015 → Present
  Bank Of America, N.A.
  Santa Rosa, CA

Other Businesses

I*4086268, Entity Type: Entity For Profit, Name of OBA: Emergent Intelligences LP, Address: Wilmington, New Castle, 19801, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/31/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Advisory role with the AI venture studio. Details attached. Emergent Intelligences LP is a venture studio that will create multiple AI focused businesses. My cousin S E is the founder and GP. This is related to my other AIM submission (Director at EmergentOS Inc.). This submission is for being an advisor to the parent company venture studio.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-27

Other Names

• Brady John Dilena