Ronald Guy Brulotte

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

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saco, ME
• 10/2024 → 11/2025
  Bank Of America Private Bank
  Paramus, NJ
• 04/2021 → 10/2024
  Bank Of America Private Bank
  Boca Raton, FL
• 09/2019 → 04/2021
  Bank Of America
  South Portland, ME
• 12/2018 → 07/2019
  Wilmington Trust Company
  Wilmington, DE
• 05/2017 → 12/2018
  Wilmington Trust Company
  Wilmington, DE
• 07/2019 → 09/2019
  Travel
  Wilmington, DE
• 02/2012 → 05/2017
  University Of Delaware
  Newark, DE
• 08/2022 → Present
  University Of Delaware
  Delaware, DE
• 12/2025 → Present
  Bank Of America, N.A.
  Saco, ME

Exams

• S66 Uniform Combined State Law Examination
  2026-03-04

Other Names

• Ronald Guy Brulotte