Damian Michael Brown

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

• 03/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
• 06/2011 → Present
  Bank Of America,N.A.
  Riverside, CA

Other Businesses

I*4930270, Entity Type: , Name of OBA: B F Trust u/a 3/5/2022, Address: Rancho Cucamonga, California, 91739, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/05/2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  1999-11-09

Other Names

• Damian M Brown