Bridge Mcsurely

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

• 06/2023 → 06/2023
  Ameriprise Financial Services
  Boston, MA
• 01/2021 → 12/2023
  Jmf Coach
  Canton, MA
• 05/2022 → 09/2022
  Boston Ale House
  Boston, MA
• 06/2021 → 08/2021
  Harborview Hotel
  Boston, MA
• 09/2019 → 05/2023
  Providence College
  Providence, RI
• 06/2020 → 08/2020
  Mofford Concrete Construction Inc.
  Stoughton, MA
• 04/2019 → 09/2019
  The Country Club
  Brookline, MA
• 06/2013 → 05/2019
  Boston College High School
  Boston, MA
• 06/2023 → 08/2024
  Ameriprise Financial Services, Llc.
  Hingham, MA
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 01/2023 → 05/2023
  Olds Irish Social Club
  Providence, RI
• 07/2018 → 08/2018
  Chipotle
  Dedham, MA
• 09/2018 → 11/2018
  Roche Brothers
  Boston, MA
• 11/2024 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2023-10-20 → 2024-08-12
  Ameriprise Financial Services, Llc
  Boston, MA
  Hingham, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-19

Other Names

• Bridge Duncan Mcsurely