Brandon Perzin, financial advisor Hunt Valley MD
90 score

Brandon Perzin

CRD Number: 5998645
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brandon Perzin (CRD# 5998645) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pennington, NJ Feb 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jan 2012 - Current 4
Ing Financial Partners, Inc. Philadelphia, PA Nov 2011 - Dec 2011 < 1
Unemployed Voorhees, NJ Dec 2010 - Nov 2011 < 1
George Washington University Washington, DC Sep 2007 - May 2011 3
George Washington University Washington, DC Jan 2011 - Apr 2011 < 1
National Republican Congressional Committee Washington, DC Sep 2010 - Dec 2010 < 1
George Washington University Washington, DC Sep 2008 - Dec 2010 2
Jcc Camps At Medford Medford, NJ Jun 2010 - Aug 2010 < 1
Unemployed Voorhees, NJ May 2010 - Jun 2010 < 1
Studying Abroad London, Jan 2010 - May 2010 < 1
Sigma Phi Epsilon Fraternity Washington, DC Dec 2008 - Dec 2009 1
Jcc Camps At Medford Medford, NJ Jun 2008 - Aug 2008 < 1
Morgan Stanley Voorhees, NJ May 2007 - Sep 2007 < 1
Moorestown Friends School Moorestown, NJ Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Brandon M. Perzin
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • NJ
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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