Brandon Mendoza

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 03/2024 → 05/2024
  State Farm
  Raleigh, NC
• 09/2023 → 02/2024
  New York Life
  Raleigh, NC
• 11/2022 → 11/2023
  Target
  Durham, NC
• 09/2020 → 11/2022
  Cheesecake Factory
  Durham, NC
• 12/2019 → 09/2020
  Unc Public Safety
  Chapel Hill, NC
• 12/2018 → 07/2019
  Chick-Fil-A
  Greensboro, NC
• 04/2014 → 12/2018
  Unemployed
  High Point, NC
• 07/2019 → 12/2019
  Unemployed
  Chapel Hill, NC
• 08/2019 → 05/2024
  Unc Chapel Hill
  Chapel Hill, NC
• 07/2024 → Present
  Bank Of America, N.A.
  Raleigh, NC

Other Businesses

I*4208268 Entity Type: Charitable Name of OBA: G. L. H., Jr. Foundation Address: Durham, North Carolina, 27703 Investment Related: No Position, Title, Association: Board Member, Other Employee Start Date: 05/01/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: The foundation will be established as a 501(c)(3) for the purpose of hosting a scholarship award to undergraduate students at UNC Chapel Hill I will act as the Secretary of the scholarship board. Responsibilities would include record keeping and note taking. Primarily, I keep meeting minutes and provide the agenda for meetings. I would also hold a vote for board decisions.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23

Other Names

• Brandon Luis Mendoza