Brianna Christine Izzo

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, FL
• 12/2022 → 05/2025
  Bank Of America N.A.
  Englewood, FL
• 09/2015 → 12/2022
  Bank Of America
  Sarasota, FL
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Previous Registrations

• 2023-05-02 → 2025-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, FL
  New York, NY
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Longboat Key, FL

Other Businesses

Crochet Paledino; Inv Related; Sarasota, FL, 100% Ownership; Start date 11/01/2012; 20 hours per month; 20 hours during trading; Duties: I crochet items and make other craft-like items for sale on Etsy. TBD - AUTHOR; NOT INV RELATED; TBD, FL; BOOK; START DATE: 11/15/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; | TBD - BRIANNA IZZO; NOT INV RELATED; SARASOTA,FL; 100% OWNERSHIP; START DATE: 12/08/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; IZZO ECLECTIC ; NOT INV RELATED; SARASOTA,FL; HANDMADE GOODS ;100% OWNERSHIP; START DATE: 12/08/2025; 40 HRS PER MONTH; 0 HRS DURING TRADING; | BE 2 THE IZZO LLC ; INV RELATED; SARASOTA,FL; ECOMMERCE;51% OWNERSHIP; START DATE: 12/15/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2023-04-29

Other Names

• Brianna Christine Miller
• Brianna Christin Paledino
• Brianna Christine Paledino
• Brianna Christine Izzo