Bryan D Perry

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

• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2020 → 02/2023
  Dg Golf Management
  Myrtle Beach, SC
• 01/2016 → 08/2018
  Lowry Solutions
  Brighton, MI
• 08/2018 → 08/2022
  Coastal Carolina University
  Conway, SC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30