Osaic Wealth
47yrs
Top advisor by experience in Worcester
9yrs
Bryan Smith is a fiduciary financial advisor in Worcester, Massachusetts, with 9 years in the industry. Bryan joined Merrill in 2017, 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 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office100 Front St CI Business Controls, Worcester, MA 01608
FirmMerrill
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 ?2 states
Services through Merrill
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
- 2017 – nowMerrillCurrent firm
Contact Bryan
(800) 637-7455Firm headquarters in New York, NY. Ask for Bryan. 100 Front St CI Business ControlsWorcester, MA 01608Office · Get directions
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Questions to ask Bryan
Tailored to Bryan’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
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About Bryan
How do I contact Bryan?
Call Merrill at (800) 637-7455 and ask for Bryan Smith. Bryan works from the Worcester, MA office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Bryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan 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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