Brady Andrew Emmi

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

• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 07/2019 → 01/2022
  Vector Marketing
  Kennett Square, PA
• 05/2013 → 07/2019
  Buddies Burgers
  Kennett Square, PA

Other Businesses

Name of the other businessSalesianum School Whether the business is investment-relatedNo Address of the other business1801 N Broom Street Wilmington DE 19802 Nature of the other businessCoaching Lacrosse Your positionHead JV / Freshman coach Title, or relationship with the other businessCoach / former student Start date of your relationship3/1/2020 Approximate number of hours/month you devote to the other business3 months of year, 20 hours a week Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI run practices, games, school/team events, transporting to away games, end of year parties

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13