Landen Edward Westbrook

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 03/2025 → 04/2026
  Verizon Wireless
  Chandler, AZ
• 09/2024 → 03/2025
  Trader Joe's
  Gilbert, AK
• 12/2020 → 09/2024
  Starbucks
  Gilbert, AZ
• 05/2023 → Present
  Arizona State University
  Tempe, AZ
• 01/2016 → 05/2023
  Highland
  Gilbert, AZ
• 05/2026 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Other Businesses

I*4632277 Entity Type: For Profit Name of OBA: Westbrook Real Estate LLC Address: Gilbert, Arizona, 85295 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/05/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: none. never amounted to anything. Was meant for the purchase of investment properties but never happened. none I*4632276 Entity Type: For Profit Name of OBA: Westbrook Coffee Company LLC Address: Gilbert, Arizona, 85295 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/10/2022 Number of Hours: 0 Number of Hours during trading: 0 Duties: Originally the sale of coffee, has been dissolved and is dormant. none

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30

Other Names

• Landen E Westbrook