Bryan Emanuel Moskowits
Advisor at Merrill — Miami, FL SW 136th St
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
22 years
Location
Miami, FL 33176
Merrill
Institution
Bryan E. Moskowits serves as a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has been since 2007. He leads a wealth management team with a focus on retirement and investment planning, wealth management, and client service. Bryan specializes in retirement planning and estate strategies, concentrating on retirement analysis and portfolio operations. He collaborates with clients' legal and tax advisers to develop estate and tax minimization strategies, working with clients who seek customized strategies and long-term trusted relationships.
Bryan has been active in the financial services industry since 2003, including prior roles as a financial consultant with Wachovia Securities in Coral Gables, Florida, and as Head Pension Administrator at Florida Pensions, LLC in Miami, Florida. He earned a Bachelor's degree in finance with a minor in economics from Florida State University. Bryan holds the Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Planning Counselor (CRPC™) designations, as well as Series 7 and Series 66 FINRA registrations, life, health, and variable annuity licenses. Additionally, he maintains a license to assist clients with home financing and lending through Bank of America (NMLS #522233).
As a qualified Portfolio Manager, Bryan helps clients pursue their objectives by building and managing personalized or defined investment strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, some of which are managed on a discretionary basis through the firm's Investment Advisory Program. He focuses on client areas including corporate benefits, divorce transition planning, employee benefits planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Bryan has personal interests in basketball, football, music, photography, reading, running, spending time with family, swimming, traveling, and watching movies.
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.
Miami, FL SW 136th St
8840 SW 136th St, Pbig Florida Pwm Falls
Miami FL 33176
Advisors at this office
29
Florida · Texas
22 years of industry experience
Bank of America, NA
2009 - Present • 17 years
Miami, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2007 - Present • 19 years
Miami, FL
A. G. Edwards & Sons, Inc.
2004 - 2007 • 3 years
Coral Gables, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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