Brittany J Shulman

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

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  State College, PA
• 11/2015 → Present
  Hotel State College And Company
  State College, PA
• 10/2020 → 08/2021
  Unemployed
  State College, PA
• 05/2013 → 10/2020
  Powdr - Woodward, Llc
  Woodward, PA
• 10/2021 → 12/2021
  Agua Vivir
  State College, PA

Other Businesses

Name of the other business: Hotel State College & Company Whether the business is investment-related: NO Address of the other business: State College, PA 16801 Nature of the other business: Hospitality Your position: Server/Bartender Title, or relationship with the other business: Server/Bartender Start date of your relationship11/2015 Approximate number of hours/month you devote to the other business64 Number of hours you devote/month to the other business during securities trading hours0 Briefly describe your duties relating to the other business Serve customers beverages that they order. I*: 2198266 Entity Type: For Profit Name of OBA: Better Than Before Fitness Address: State College, PA 16801 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/17/2025 Number of Hours: 15 hrs wkly Number of Hours during trading: 0 Duties: Entity is an online health and fitness coaching business which I am the owner of

Exams

• S66 Uniform Combined State Law Examination
  2023-09-19

Other Names

• Brittany Jeannette Epps