Brian Minicus

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-03
CT	RA	APPROVED	2024-06-19

Branch Locations

2 Pickwick Plz Pbig - Greenwich, Greenwich, CT 06830 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwich	CT	08/2023	Present
Full Time Student	Darien	CT	09/2013	07/2023
Premier Lacrosse League	Torrance	CA	05/2023	09/2023
Georgetown University	Washington	WA	08/2022	05/2023
Colgate University	Hamilton	NY	08/2018	05/2022
Eclipse Lacrosse Club	New Canaan	CT	06/2019	08/2019
Open Exchange, Inc	Boston	ME	05/2020	08/2020
Bank Of America, N.A	Greenwich	CT	02/2024	Present

08/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT
09/2013 → 07/2023

Full Time Student

Darien, CT
05/2023 → 09/2023

Premier Lacrosse League

Torrance, CA
08/2022 → 05/2023

Georgetown University

Washington, WA
08/2018 → 05/2022

Colgate University

Hamilton, NY
06/2019 → 08/2019

Eclipse Lacrosse Club

New Canaan, CT
05/2020 → 08/2020

Open Exchange, Inc

Boston, ME
02/2024 → Present

Bank Of America, N.A

Greenwich, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-18