American Wealth Management
47yrs
Top advisor by experience in Alpharetta
24yrs
Brett David
Full name on record: Brett E David
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Brett David is a fiduciary financial advisor in Alpharetta, Georgia, with 24 years in the industry. Brett joined Merrill Lynch, Pierce, Fenner & Smith in 2003, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 72% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office10000 Avalon Blvd, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2003 – now
Questions to ask Brett
Tailored to Brett’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brett
How do I contact Brett?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Brett David. Brett works from the Alpharetta, GA office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2003, about 24 years. More experience than 72% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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