Brian Lovaglio

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, NJ
• 06/2023 → 05/2026
  The College Of New Jersey
  Ewing, NJ
• 08/2022 → 04/2026
  The College Of New Jersey
  Ewing, NJ
• 11/2020 → 08/2021
  Chick-Fil-A Restaurants
  Morris Plains, NJ
• 05/2025 → 08/2025
  Money At Work Llc
  Cedar Knolls, NJ
• 07/2016 → 06/2022
  Montville Township Public Schools
  Montville, NJ
• 08/2026 → Present
  Bank Of America, N.A.
  Madison, NJ

Other Businesses

I*4775290 Entity Type: For Profit, Publicly Traded Name of OBA: Uber Address: San Francisco, California, 94158 Investment Related: No Position, Title, Association: Employee Employee Start Date: 12/29/2025 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: Additional income from food pickup and deliveries, outside business hours, limited to approximately 0-10 hours per week. Pick up and deliver food to customers, freelance employment

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21

Other Names

• Brian John Garcia Lovaglio