Colin Brooks Strzelczyk

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

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pheonix, MD
• 10/2020 → 04/2021
  Copper Mountain
  Frisco, CO
• 06/2020 → 08/2020
  Bank Of America
  San Diego, CA
• 03/2020 → 06/2020
  Unemployment
  Frisco, CO
• 11/2019 → 03/2020
  Copper Mountain
  Frisco, CO
• 02/2019 → 10/2019
  Lincoln Financial Advisors
  San Diego, CA
• 08/2018 → 02/2019
  Uber
  San Diego, CA
• 08/2017 → 05/2018
  The University Of Alabama
  Tuscaloosa, AL
• 06/2017 → 08/2017
  Wells Fargo Advisors
  Hunt Valley, MD
• 08/2016 → 05/2017
  The University Of Alabama
  Tuscaloosa, AL

Other Businesses

I*2026488, Entity Type Fiduciary, Name of OBA: JS Revocable Trust Address: Cockeysville, Maryland, 21030 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: Oct-03-2027 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Colin Strzelczyk
• Colin Brooks Strzelczyk