• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Brian S Macdonald
BRIAN SCOTT MACDONALD, Brian Macdonald
CRD#: 2247372
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 2 BELVEDERE PL
MILL VALLEY, CA 94941
Registration History
1995200020052010201520202025IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1995 - Present (29 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1992 - Present (32 years)
Disclosure(s)
View By:
12/28/2001
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 8/16/1995

B
New Jersey 5/28/2020

B
Arkansas 3/10/2021

B
New Mexico 3/15/2022

B
California 9/25/1992

B
New York 11/16/2005

IA
California 7/8/1997

B
North Carolina 3/26/2010

B
Colorado 7/21/2017

B
Oregon 2/11/2013

B
Florida 5/10/2018

B
Pennsylvania 11/8/2005

B
Hawaii 5/28/2024

B
South Dakota 9/11/1997

B
Iowa 2/13/2013

IA
Texas 1/4/2005

B
Michigan 3/2/2012

B
Texas 4/11/2012

B
Montana 8/15/2019

B
Virginia 9/23/2021

B
Nevada 8/16/1995

B
Washington 6/6/1994

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
2 BELVEDERE PL, MILL VALLEY, CA 94941
Registered with this firm since 5/2/1995

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
2 BELVEDERE PL, MILL VALLEY, CA 94941
Registered with this firm since 8/17/1992

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.