Bryan Smith (CRD# 2998099) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 22 years of experience in the finance industry.
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
CRD# 4658014
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Stamford, CT | Apr 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford, CT | Apr 2017 - Current | 7 |
| Park Avenue Securities | Rye Brook, NY | Jun 2016 - Mar 2017 | < 1 |
| Guardian Life Ins | Rye Brook, NY | Apr 2016 - Mar 2017 | < 1 |
| Susquehanna Financial Group, Lllp | New York, NY | Jul 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CT
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Total Assets Under Management1,271,594MILLIONS
-
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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