AB
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Amanda Braun

12 Years of Experience
Omaha, NE
1 DisclosureBroker

Amanda Braun is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Omaha, NE, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

13321 California St, Omaha, NE, 68154

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History

Regulatory History (1)
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Judgment / Lien
January 2025
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - Present · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
RBC Capital Markets, LLC
January 2020 - October 2021 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
January 2020 - October 2021 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - December 2019 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - December 2019 · 6 yrs 10 mos
State Registrations44 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.