Brian W Bell

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

• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 10/2023 → 05/2024
  Architectural Surfaces
  Baltimore, MD
• 05/2023 → 10/2023
  Pine Ridge
  Lutherville, MD
• 03/2022 → 05/2023
  Salty Nut Cafe
  Columbia, SC
• 06/2022 → 08/2022
  Citibank
  Wilmington, DE
• 03/2021 → 10/2021
  Village Idiot Pizza
  Columbia, SC
• 10/2020 → 03/2021
  Wild Wing Cafe
  Columbia, SC
• 10/2021 → 01/2022
  Vista Union
  Columbia, SC
• 11/2021 → 03/2022
  Unemployment
  Columbia, SC
• 08/2017 → 01/2018
  Ymca
  Baltimore, MD
• 06/2015 → 08/2017
  Unemployment
  Baltimore, MD
• 01/2018 → 10/2020
  Unemployment
  Baltimore, MD
• 07/2021 → 08/2021
  Top Gun Watersports Llc
  Ocean City, MD
• 08/2019 → 08/2023
  University Of South Carolina
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-10-11