Brent Bockover

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

• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2021 → 07/2021
  Fisher Agencies
  Burlington, MA
• 02/2017 → 07/2021
  Primary Care Partners
  San Luis Obispo, CA
• 03/2013 → 09/2016
  San Luis Sports Therapy
  Morro Bay, CA
• 09/2016 → 02/2017
  Unemployed
  San Luis Obispo, CA
• 07/2021 → 11/2021
  Unemployed
  Boston, CA
• 06/2014 → 12/2016
  Movement For Life Llc
  San Luis Obispo, CA

Other Businesses

Primary Care Partners. Not investment related. 84 Santa Rosa Street, San Luis Obispo, CA 93405. Healthcare. Medical Assistant. Part-Time Employee. Start Date: 01/05/2022. Hours per Month: 10-20. Hours Devoted During Securities Trading Hours: 0. Duties: I help a previous employer in my spare time get caught up on administrative tasks virtually.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Brent M Brockover
• Brent Michael Brockover