Bryant Joseph O'Donnell
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryant Joseph O'Donnell is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hauppauge, NY, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 – no end date reportedHauppauge, NY
- Sag Harbor Cove Yacht ClubJun 2021 – Aug 2021Sag Harbor, NY
- Marist UniversitySep 2021 – May 2022Poughkeepsie, NY
- Sag Harbor Cove yacht clubJun 2022 – Aug 2022Sag Harbor, NY
- Marist UniversitySep 2022 – May 2023Poughkeepsie, NY
- Sag Harbor cove yacht clubJun 2023 – Aug 2023Sag Harbor, NY
- Marist UniversitySep 2023 – May 2024Poughkeepsie, NY
- Sag Harbor Cove yacht clubJun 2024 – Aug 2024sag harbor, NY
- Marist UniversitySep 2024 – May 2025Poughkeepsie, NY
- Brown Harris StevensMay 2025 – Jul 2025Bridge Hampton, NY
- UnemployedAug 2025 – Oct 2025Centreville, MD
- The Severn SchoolNov 2025 – May 2026Severna Park, MD
- UnemployedJun 2016 – May 2021Sag Harbor, NY
- Bank of America, N.A.Aug 2026 – no end date reportedHauppauge, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryant Joseph O'Donnell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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