Brett Macko

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 12/2025 → 05/2026
  Regions Financial
  Bluffton , SC
• 03/2025 → 12/2025
  Unemployed
  Hilton Head Island, SC
• 03/2022 → 03/2025
  Neary Law Llc
  Hackensack, NJ
• 08/2020 → 03/2022
  Charleston School Of Law
  Charleston, SC
• 03/2017 → 04/2017
  Etx Capital
  London
• 08/2016 → 03/2017
  Elon University
  Elon, NC
• 05/2017 → 08/2017
  Novo Nordisk Inc.
  Plainsboro, NJ
• 08/2017 → 05/2018
  Elon University
  Elon, NC
• 05/2018 → 08/2018
  Novo Nordisk Inc.
  Plainsboro, NJ
• 08/2018 → 05/2019
  Charleston School Of Law
  Charleston, SC
• 05/2019 → 08/2019
  Novo Nordisk
  Plainsboro, NJ
• 08/2019 → 05/2020
  Charleston School Of Law
  Charleston, SC
• 05/2020 → 12/2020
  Novo Nordisk
  Plainsboro, NJ
• 06/2026 → Present
  Bank Of America, N.A
  Mount Pleasant, SC

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S65 Uniform Investment Adviser Law Examination
  2025-09-12