Brian Conde Martinez

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2021 → 05/2025
  Middlebury College
  Middlebury, VT
• 06/2021 → 08/2021
  Kohls
  Burlington, WA
• 09/2017 → 06/2021
  Mount Vernon High School
  Mount Vernon, WA
• 09/2014 → 06/2017
  Mount Baker Middle School
  Mount Vernon, WA
• 07/2018 → 08/2018
  Washington State Department Of Ecology
  Bellevue, WA
• 08/2022 → 05/2024
  Middlebury College Residential Life
  Middlebury, VT
• 02/2024 → 05/2025
  Middlebury College Admissions
  Middlebury, VT
• 06/2024 → 08/2024
  Bank Of America Merrill Lynch
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-30

Other Names

• Brian Conde-Martinez