Brandon LuckwaldtCRD Number: 6663522
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brandon Luckwaldt (CRD# 6663522) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|Bank Of America, N.a.||La Jolla, CA||Jun 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Jun 2018 - Current||3|
|Pepperdine University||Malibu, CA||Aug 2014 - Apr 2018||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Jun 2017 - Aug 2017||< 1|
|Midwest Financial Partners||Century City, CA||Apr 2017 - Jun 2017||< 1|
|Axa Advisors Equitable||Century City, CA||Sep 2016 - Feb 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Jun 2016 - Aug 2016||< 1|
|Pepperdine University||Malibu, CA||Jan 2015 - May 2016||1|
|Pepperdine University||Malibu, CA||Sep 2015 - Apr 2016||< 1|
|The Peninsula Club||Cornelius, NC||Jun 2015 - Sep 2015||< 1|
|Bardmoor Golf And Tennis Club||Largo, FL||Jul 2012 - Sep 2014||2|
|Jesuit High School||Tampa, FL||Aug 2010 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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