Joseph J Smrdel

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

• 06/2024 → 02/2025
  Nylife Securities Llc
  Elkhorn, NE
• 03/2024 → 02/2025
  New York Life Insurance Company
  Elkhorn, NE
• 06/2022 → 06/2024
  Fremont Public School
  Fremont, NE
• 05/2020 → 06/2022
  Midland University
  Fremont, NE
• 06/2017 → 06/2020
  Ahstw Schools
  Avoca, IA
• 06/2014 → 06/2017
  Council Bluffs Csd
  Council Bluffs, IA
• 09/2025 → 05/2026
  Bridges Investment Management, Inc.
  Omaha, NE
• 02/2025 → 07/2025
  Guardian Life Insurance Company Of America
  Omaha, NE
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 08/2026 → Present
  Bank Of America, N.A.
  Omaha, NE

Previous Registrations

• 2025-09-22 → 2026-05-20
  Bridges Investment Management Inc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19
• S63 Uniform Securities Agent State Law Examination
  2024-09-17

Other Names

• Joseph Joe Smrdel