Alexander Evan Braun
Advisor at Merrill — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Los Angeles, CA
Merrill
Institution
Alexander Braun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, real estate investors, senior executives, small to medium sized businesses, institutions, and other high-net-worth clients. His expertise focuses on assisting business owners in the pre-transaction phase to achieve optimal results during liquidity events. Additionally, he integrates Bank of America's customized financing with Merrill's wealth strategies to support real estate investors. His approach emphasizes long-term wealth preservation and growth strategies for clients and their families.
Alexander began his career as an intern at Morgan Stanley in 2011 and joined Merrill Lynch Wealth Management in 2015. He holds a Bachelor of Arts degree in Psychology, Cum Laude, from the University of San Francisco. He has earned professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of professional organizations such as ACG LA, Investments & Wealth Institute, and ProVisors.
Born and raised in Los Angeles, California, Alexander enjoys basketball, skiing, swimming, traveling, and spending time with his family. He has previously served as a Volunteer Leader for Family House, a non-profit organization providing temporary housing for families of seriously ill children at the University of California San Francisco Benioff Children's Hospital. He also participates in community organizations including Food on Foot and the Los Angeles Regional Food Bank.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Los Angeles, CA
Los Angeles CA
Advisors at this office
6
California · Texas
11 years of industry experience
Bank of America, N.A.
2015 - Present • 11 years
Beverly Hills, CA
Merrill
2015 - Present • 11 years
Beverly Hils, CA
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Real estate agent
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