Thomas Glenn Burrell

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

• 04/2018 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2017 → 04/2018
  Water Wheel Tavern
  Doylestown, PA
• 06/2017 → 08/2017
  Unemployed
  Doylestown, PA
• 01/2017 → 06/2017
  Esm Solutions
  Warrington, PA
• 05/2016 → 01/2017
  Burrell Consulting
  Doylestown, PA
• 09/2017 → 12/2017
  The Rose Group
  Doylestown, PA
• 07/2021 → 09/2022
  Fidelity Investments
  Merrimack, NH
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2021-10-19 → 2022-10-07
  Fidelity Personal And Workplace Advisors
  Philadelphia, PA
• 2018-07-16 → 2021-07-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-07-14

Other Names

• Thomas Burrell
• Thomas G Burrell
• Thomas Glenn Burrell
• Tom Burrell