Brett Mizzi (CRD# 6351908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dearborn, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | New York, NY | Apr 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | New York, NY | Mar 2021 - Current | 3 |
| Unemployed/ Extended Travel | New York, NY | Dec 2020 - Mar 2021 | < 1 |
| Trilantic Capital Partners | New York, NY | Jul 2018 - Dec 2020 | 2 |
| Jefferies LLC | New York, NY | May 2016 - Jul 2018 | 2 |
| Unemployed | Plymouth, MI | Dec 2015 - May 2016 | < 1 |
| Beta Delta Chapter Of Kappa Kappa Gamma Sorority | Ann Arbor, MI | Sep 2015 - Dec 2015 | < 1 |
| University Of Michigan - Ann Arbor | Ann Arbor, MI | Aug 2012 - Dec 2015 | 3 |
| Bank Of America Merrill Lynch | Troy, MI | Jun 2014 - Aug 2015 | 1 |
| Jefferies LLC | New York, NY | May 2015 - Jul 2015 | < 1 |
| Beta Delta Chapter Of Kappa Kappa Gamma Sorority | Ann Arbor, MI | Sep 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- MI
- TX
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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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