Daniel Braun, financial advisor Houston TX

Daniel Braun

CRD Number: 6646350
Current Firm: Fidelity Personal And Workplace Advisors

Daniel Braun (CRD# 6646350) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fidelity Investments Houston, TX Aug 2020 - Current 1
Pruco Securities, LLC Houston, TX Oct 2017 - Jul 2020 2
American General Life Insurance Houston, TX May 2016 - Oct 2017 1
Aig Capital Services, Inc. Houston, TX May 2016 - Oct 2017 1
University Of Houston Houston, TX Aug 2012 - May 2016 3
University Of Houston Houston, TX Jun 2015 - Jun 2015 < 1
Hunington Properties Houston, TX May 2014 - Aug 2014 < 1
Leslie's Pool Supply Houston, TX May 2011 - Aug 2013 2
Emery/weiner Houston, TX May 2006 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Daniel N. Braun
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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