Brendan Guilday, financial advisor Washington DC
90 score

Brendan Guilday

CRD Number: 5943771
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brendan Guilday (CRD# 5943771) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Washington, DC Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Sep 2012 - Current 4
Morgan's Mango Restaurant Cruz Bay, St, John, VI Jun 2012 - Aug 2012 < 1
Saint Vincent College Latrobe, PA Jun 2008 - Jun 2012 4
Ubs Financial Services Vienna, VA Jun 2011 - Aug 2011 < 1
Georgetown Aquatics Rockville, MD May 2011 - Aug 2011 < 1
The Heights School Potomac, MD Jul 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Brendan J. Guilday
Phone Number: 800-637-7455
Registered State(s):
  • DC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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