Brian James Bush

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 05/2003 → Present
  United States Navy
  Jacksonville, FL
• 07/2023 → Present
  Bank Of America, N.A.
  Ponte Vedra Beach, FL

Other Businesses

-Mydry Blowout Bar-No-2403-B 3rd street South, Jacksonville Beach, FL 32250-Retail Business-Co-owner with my wife-Dec 2017-0 hours-0 hours-I do not have an active role in running the business. The business runs itself for the most part. I talk about strategies etc. with my wife, but they are implemented by our management team. My wife and her sister along with our managers handle the day to day. I*2209267, Entity Type: Entity Charitable, Name of OBA: American Red Cross, Address: Jacksonville, Florida, 32204, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 04/18/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Board of Directors member

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03