Aidan P Bresnahan

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

• 08/2022 → 06/2024
  Morgan Stanley
  Oak Brook, IL
• 02/2022 → 08/2022
  Untuckit
  Oakbrook, IL
• 08/2013 → 05/2017
  Nazareth Academy
  Lagrange Park, IL
• 05/2017 → 05/2018
  University Of Tulsa
  Tulsa, OK
• 05/2018 → 12/2021
  Illinois State University
  Normal, IL
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2023-08-28 → 2024-06-25
  Morgan Stanley
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-26

Other Names

• Aidan P Bresnahan
• Aidan Patrick Bresnahan