Brian Piel, financial advisor Kansas City MO

Brian Piel

CRD Number: 6681502
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brian Piel (CRD# 6681502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Overland Park, KS Jan 2019 - Current 2
Bank Of America, N.a. Overland Park, KS Jan 2019 - Current 2
Country Capital Management Company Bloomington, IL Dec 2016 - Nov 2018 1
Exp Realty Ozark, MO Jun 2015 - Jan 2018 2
Keller Williams Realty Gladstone, MO Jun 2015 - May 2017 1
Prudential Insurance Overland Park, KS Sep 2016 - Oct 2016 < 1
Greater Heartland Financial Group Overland Park, KS Aug 2016 - Oct 2016 < 1
Bank Midwest Liberty, MO May 2013 - Jun 2015 2
Bmo Harris Bank Independence, MO Jun 2010 - May 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Brian Piel
Phone Number: 800-637-7455
Registered State(s):
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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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