Bryan Buchert, financial advisor Folsom CA
88 score

Bryan Buchert

CRD Number: 6313198
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Folsom, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Folsom, CA Apr 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Folsom, CA Mar 2015 - Current 1
Mml Investors Services LLC Walnut Creek, CA Apr 2014 - Mar 2015 < 1
Massmutual Life Insurance Company Walnut Creek, CA Feb 2014 - Mar 2015 1
Oem Company Livermore, CA Jan 2013 - Feb 2014 1
Capital Asset Exchange And Trading Redwood City, CA Jun 2012 - Jan 2013 < 1
University Of California, Berkeley Berkeley, CA Aug 2008 - May 2012 3
Usana Health Sciences Salt Lake City, UT Sep 2009 - Oct 2011 2
Full Time Student Newport Beach, CA Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Bryan Buchert
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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