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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-07
MD RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-08-07
  • MD RA
    APPROVED
    Since 2025-07-11

Branch Locations

11333 Mccormick Rd Hunt Valley, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Owings Mills MD 04/2022 05/2023
Transamerica Bowie MD 04/2018 09/2022
Brookstone Inc. Towson MD 03/2017 11/2017
Manpower Temp Agency Jessup MD 06/2018 06/2019
Wells Fargo Clearing Services, Llc Pasadena MD 05/2023 01/2024
Wells Fargo Bank, Na Pasadena MD 05/2023 01/2024
The Prudential Insurance Company Of America North Bethesda MD 02/2024 03/2025
Pruco Securities Llc North Bethesda MD 02/2024 11/2024
Unemployed Pasadena MD 03/2015 02/2017
Lpl Enterprise, Llc North Bethesda MD 11/2024 03/2025
J.P. Morgan Securities Llc Washington DC 03/2025 06/2025
Jpmorgan Chase Bank, N.A. Washington DC 03/2025 06/2025
Gibson Island Club Inc Gibson Island MD 05/2020 10/2020
Amazon.cOm, Inc. Baltimore MD 03/2020 03/2020
Sports And Imports Inc Pasadena MD 12/2019 02/2020
Kohl's Department Stores, Inc. Severna Park MD 06/2019 08/2019
Unemployed Pasadena MD 12/2017 03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 06/2025 Present
Towson University Towson MD 08/2016 05/2019
Bank Of America, N.A. Crofton MD 09/2025 Present
  • 04/2022 → 05/2023
    T. Rowe Price
    Owings Mills, MD
  • 04/2018 → 09/2022
    Transamerica
    Bowie, MD
  • 03/2017 → 11/2017
    Brookstone Inc.
    Towson, MD
  • 06/2018 → 06/2019
    Manpower Temp Agency
    Jessup, MD
  • 05/2023 → 01/2024
    Pasadena, MD
  • 05/2023 → 01/2024
    Wells Fargo Bank, Na
    Pasadena, MD
  • 02/2024 → 03/2025
    The Prudential Insurance Company Of America
    North Bethesda, MD
  • 02/2024 → 11/2024
    North Bethesda, MD
  • 03/2015 → 02/2017
    Unemployed
    Pasadena, MD
  • 11/2024 → 03/2025
    North Bethesda, MD
  • 03/2025 → 06/2025
    Washington, DC
  • 03/2025 → 06/2025
    Jpmorgan Chase Bank, N.A.
    Washington, DC
  • 05/2020 → 10/2020
    Gibson Island Club Inc
    Gibson Island, MD
  • 03/2020 → 03/2020
    Amazon.cOm, Inc.
    Baltimore, MD
  • 12/2019 → 02/2020
    Sports And Imports Inc
    Pasadena, MD
  • 06/2019 → 08/2019
    Kohl's Department Stores, Inc.
    Severna Park, MD
  • 12/2017 → 03/2018
    Unemployed
    Pasadena, MD
  • 06/2025 → Present
    Columbia, MD
  • 08/2016 → 05/2019
    Towson University
    Towson, MD
  • 09/2025 → Present
    Bank Of America, N.A.
    Crofton, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2022-09-09
Other Names
  • Brandon Reichert
  • Brandon Michael Reichert

View on SEC IAPD

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