Brian Richard Santosuosso

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

• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2024 → 05/2025
  Lululemon
  Evesham, NJ
• 08/2024 → 12/2024
  Gnc
  Mount Laurel, NJ
• 05/2022 → 07/2024
  Strive Physical Therapy
  Moorestown, NJ
• 03/2020 → 07/2020
  Passariello's Pizzeria & Italian Kitchen
  Moorestown, NJ
• 06/2021 → 08/2021
  Tabula Rasa
  Moorestown, NJ
• 05/2019 → 08/2019
  Xl Sports World
  Mount Laurel, NJ
• 07/2020 → 08/2020
  Doordash
  Mount Laurel, NJ
• 10/2016 → 08/2017
  Powers Kirn Llc
  Moorestown, NJ
• 05/2016 → 10/2016
  Moorestown High School
  Moorestown, NJ
• 08/2017 → 12/2019
  University Of Miami
  Coral Gables, FL
• 08/2019 → 03/2020
  University Of Miami
  Coral Gables, FL
• 01/2020 → 12/2021
  Rowan College At Burlington County
  Mount Laurel, NJ
• 01/2022 → 01/2024
  Rutgers School Of Business
  Camden, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05

Other Names

• Brian Santosuosso