Ricardo Brenner
CRD Number: 6661493Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ricardo Brenner (CRD# 6661493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 7 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Atlanta, GA | Jul 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Jun 2023 - Current | 1 |
| Morgan Stanley | Alpharetta, GA | Nov 2022 - Jun 2023 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Sep 2018 - Jun 2023 | 4 |
| E*trade Capital Management LLC | Alpharetta, GA | Sep 2018 - Jun 2023 | 4 |
| Bank Of America, N.a. | Atlanta, GA | Aug 2017 - Sep 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | May 2017 - Sep 2018 | 1 |
| Nylife Securities LLC | Atlanta, GA | Oct 2016 - May 2017 | < 1 |
| New York Life Insurance Company | Atlanta, GA | May 2016 - May 2017 | 1 |
| Unemployed | Alpharetta, GA | Jan 2016 - Apr 2016 | < 1 |
| Donghua University | Shanghai, | Jul 2015 - Dec 2015 | < 1 |
| Domino's Pizza | Alpharetta, GA | Jan 2015 - Jun 2015 | < 1 |
| Georgia State University | Atlanta, GA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Jan 2017 |
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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