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Abraham Ebriani

4 Years of Experience
Beverly Hills, CA
Broker

Abraham Ebriani is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beverly Hills, CA, with 4 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

9560 Wilshire Blvd, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abraham owns rental property in Manhattan Beach, dedicating minimal time to it. He is also a council member for the Mid City West Neighborhood Council, spending minimal time on council duties.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - Present · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
November 2021 - December 2021 · 1 mo
J.P. Morgan Securities LLC
November 2020 - November 2021 · 1 yr
J.P. Morgan Securities LLCBroker
July 2020 - November 2021 · 1 yr 4 mos
State Registrations11 states
AZCACOFLMNNVNYORTXVAWA
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.
Abraham Ebriani - Financial Advisor | TrueAdvisor