Brian Gorman, financial advisor Hunt Valley MD

Brian Gorman

CRD Number: 7406938
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brian Gorman (CRD# 7406938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hunt Valley, MD Aug 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jun 2021 - Current 2
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Health Endeavors Scottsdale, AZ Feb 2021 - May 2021 < 1
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Arizona State University Arizona State, AZ Aug 2020 - Feb 2021 < 1
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Kelsey's Irish Pub Ellicott City, MD May 2020 - Jul 2020 < 1
Arizona State University Arizona State, AZ Aug 2019 - May 2020 < 1
Kelsey's Irish Pub Ellicott City, MD Aug 2014 - Aug 2019 5
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Arizona State University Arizona State, AZ Aug 2017 - May 2019 1
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Mount Saint Joseph High School Mount Saint Joseph, MD Aug 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Contact Info for Brian M. Gorman
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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