Brittany Stivale Fatholahi

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

• 01/2016 → 06/2017
  Centaurus Financial Inc.
  Anaheim, CA
• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bala Cynwyd, PA
• 05/2016 → 08/2017
  The Redlands Underground Restaurant And Bar
  Redlands, CA
• 07/2017 → 08/2017
  Redlands Gymnastics Club
  Redlands, CA
• 11/2017 → Present
  Bank Of America, N.A.
  Bala Cynwyd, PA

Other Businesses

I*2032273, Entity Type, Name of OBA: Rental Property 1, Address: Havertown, PA, 19083, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 11/01/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: I*2390265, Entity Type: Entity Charitable, Name of OBA: Philadelphia Dog Training Club, Address: Bryn Mawr, Pennsylvania, 19010, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Board member, will help the club with ideas for new membership, volunteering, and events I*2417285, Entity Type: Entity For Profit, Name of OBA: Fluffy Boy Labs LLC, Address: Havertown, Pennsylvania, 19083, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 04/16/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: canine vitamin supplements - will help with organization, marketing, and distribution I*2944295, Entity Type: Entity For Profit, Name of OBA: Springfield Court Holdings, LLC, Address: Havertown, Pennsylvania, 19083, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 10/02/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: landlord activites, real estate holdings I*3404290, Entity Type: Entity For Profit, Name of OBA: Springfield Court Holdings, LLC (Unit F1), Address: Clifton Heights, Pennsylvania, 19018, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 11/14/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: owner/landlord, rental property I*3404291, Entity Type: Entity For Profit, Name of OBA: Springfield Court Holdings, LLC (Unit F2), Address: Clifton Height, Pennsylvania, 19018, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 11/14/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: owner/landlord, rental property I*3404292, Entity Type: Entity For Profit, Name of OBA: Springfield Court Holdings, LLC (Unit B3), Address: Clifton Heights, Pennsylvania, 19018, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 11/14/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: owner/landlord, rental property I*3409265, Entity Type: Entity For Profit, Name of OBA: Springfield Court Holdings, LLC (Unit B4), Address: Clifton Heights, Pennsylvania, 19018, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 11/14/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: owner/landlord, rental property

Exams

• S66 Uniform Combined State Law Examination
  2017-10-21
• S63 Uniform Securities Agent State Law Examination
  2014-11-18

Other Names

• Brittany Lee Stivale
• Brittany Stivale
• Brittany Fatholahi
• Brittany Lee Fatholahi