Brett T Hutchison

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-09
CT	RA	APPROVED	2025-12-02

Branch Locations

590 W Main St, Norwich, CT 06360 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New Haven	CT	09/2025	Present
School Student	Orange	CT	10/2015	05/2021
Shoprite	Orange	CT	05/2019	08/2019
College Student	Orange	CT	05/2021	05/2025
Colony Grill	Fairfield	CT	05/2023	12/2024
Unemployed	Orange	CT	05/2025	09/2025
Merrill Lynch	New Haven	CT	05/2022	08/2023
Instacart	Orange	CT	05/2021	08/2021
Doordash	Orange	CT	05/2020	08/2020
Bank Of America, N.A.	New Haven	CT	12/2025	Present

09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Haven, CT
10/2015 → 05/2021

School Student

Orange, CT
05/2019 → 08/2019

Shoprite

Orange, CT
05/2021 → 05/2025

College Student

Orange, CT
05/2023 → 12/2024

Colony Grill

Fairfield, CT
05/2025 → 09/2025

Unemployed

Orange, CT
05/2022 → 08/2023

Merrill Lynch

New Haven, CT
05/2021 → 08/2021

Instacart

Orange, CT
05/2020 → 08/2020

Doordash

Orange, CT
12/2025 → Present

Bank Of America, N.A.

New Haven, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-02

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