Lamont C Brown

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

• 09/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT

Other Businesses

I*1362250 For profit or not for profit: Entity For Profit Name of outside business organization: Vibranium Management Investment related: N Address of business: Bronx, New York, 10469, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 7/5/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Property Management I*1767273 Entity Type: For Profit Name of OBA: Cleaning Company Address:New York, NY Investment Related:No Position, Title, Association:Owner Start Date:04/15/2024 No Hours: 2 Weekly No Hours during trading:0 Duties:Communicate with site managers

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20