Brianna Karsseboom

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

• 06/2019 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 01/2016 → 06/2019
  Five Starz Volleyball Club
  Woodland, CA
• 09/2015 → 05/2019
  University Of California Davis
  Davis, CA
• 06/2018 → 08/2018
  Merrill Lynch
  San Francisco, CA
• 09/2019 → 04/2021
  Bank Of America, N.A.
  San Francisco, CA
• 04/2021 → 07/2022
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2015 → 12/2017
  Ucpath Center
  Davis, CA
• 09/2021 → Present
  Dhmhld
  Danville, CA
• 08/2022 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2021-04-16 → 2022-07-12
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 2019-10-16 → 2021-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-10-11

Other Names

• Brianna Karsseboom
• Brianna Marie Karsseboom
• Brianna M Karsseboom