Brianna Karsseboom
CRD Number: 6975126Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brianna Karsseboom (CRD# 6975126) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | San Francisco, CA | Aug 2022 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Jul 2022 - Current | 2 |
Dhmhld | Danville, CA | Sep 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | San Francisco, CA | Apr 2021 - Jul 2022 | 1 |
Bank Of America, N.a. | San Francisco, CA | Sep 2019 - Apr 2021 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Jun 2019 - Apr 2021 | 1 |
Five Starz Volleyball Club | Woodland, CA | Jan 2016 - Jun 2019 | 3 |
University Of California Davis | Davis, CA | Sep 2015 - May 2019 | 3 |
Merrill Lynch | San Francisco, CA | Jun 2018 - Aug 2018 | < 1 |
Ucpath Center | Davis, CA | Jul 2015 - Dec 2017 | 2 |
Unemployed | Alameda, CA | Jan 2008 - Aug 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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