Brandon M Donohue

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

• 01/2019 → 05/2023
  Purdue Athletics
  West Lafayette, IN
• 04/2018 → 08/2022
  Monroe Golf Club
  Pittsford, NY
• 11/2016 → 08/2017
  Pontillos Pizza
  Webster, NY
• 09/2006 → 06/2018
  Klem North Elementary School
  Webster, NY
• 02/2023 → 01/2025
  Northwestern Mutual Investment Services Llc
  Pittsford, NY
• 05/2022 → 01/2025
  Russell Schwartzbeck
  Pittsford, NY
• 05/2024 → 01/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → 01/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 08/2018 → 12/2022
  Purdue University
  West Lafayette, IN
• 10/2019 → 05/2022
  Fox Corporation
  West Lafayette, IL
• 02/2025 → Present
  Bank Of America, N.A.
  Pittsford, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-20
• S63 Uniform Securities Agent State Law Examination
  2024-04-12

Other Names

• Brandon Donohue