Frederick C Bremer

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

• 09/1981 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*37917 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TOUBIN FAMILY FARM INVESTMENT RELATED: ADDRESS OF BUSINESS: WILTON ND NATURE OF BUSINESS: POSITION, TITLE, ASSOCIATION: FAMILY HELD START DATE OF RELATIONSHIP: 1/1/1971 NUMBER OF HOURS DEVOTED: 1 ANNUALLY HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: DUTIES: I AM A PASSIVE HOLDER OF A WHEAT FARM THAT MY FAMILY HOMESTEADED 3 GENERATIONS AGO. MY SOLE RESPONSIBILITY IS TO CASH THE SMALL ANNUAL RENT CHECK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-19
• S63 Uniform Securities Agent State Law Examination
  1982-06-08

Other Names

• Frederick Charles Bremer