Simone Sabbagh Branigan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 09/2019
  Mufg Union Bank
  Beverly Hills, CA
• 03/2016 → 09/2019
  Unionbanc Investment Services
  Beverly Hills, CA
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Previous Registrations

• 2016-03-25 → 2019-09-09
  U.S. Bancorp Advisors, Llc
  Beverly Hills, CA
• 2013-10-07 → 2016-03-16
  Rbc Securities, Inc
  Los Angeles, CA
  Los Angeles, CA
• 2012-08-06 → 2013-09-20
  U.S. Bancorp Advisors, Llc
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

I*2641292, Entity Type: , Name of OBA: J club los angeles, Address: los angeles, California, 90071, Investment Related: N, Position, Title, Association: Director, Employee State Date: 08/25/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Participation in managing the volunteer work of the club, such organizing social activities, women executive support, corporate networking events, etc. Non profit private club, whose purpose is to generate networking and social activities for professionals in downtown Los Angeles

Exams

• S66 Uniform Combined State Law Examination
  2012-08-03

Other Names

• Simone Sabbagh Branigan
• Simone S Branigansabbagh
• Simone Sabbagh
• Simone Branigan