David Bracha

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

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

200 Vesey St., New York, NY 10281 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-07-24

Branch Locations

Lyndhurst, NJ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	07/2018	12/2019
Rutgers University	New Brunswick	NJ	01/2016	05/2018
Td Bank	East Brunswick/Milltown	NJ	02/2016	06/2018
Pfs Investments Inc.	Teaneck	NJ	01/2020	12/2020
Primerica Financial Services	Teaneck	NJ	08/2017	12/2020
Rbc Capital Markets, Llc	New York	NY	01/2021	Present

07/2018 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2016 → 05/2018

Rutgers University

New Brunswick, NJ
02/2016 → 06/2018

Td Bank

East Brunswick/Milltown, NJ
01/2020 → 12/2020

Pfs Investments Inc.

Teaneck, NJ
08/2017 → 12/2020

Primerica Financial Services

Teaneck, NJ
01/2021 → Present

Rbc Capital Markets, Llc

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-24
S63	Uniform Securities Agent State Law Examination	2019-03-18

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