Braulio Campana

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

• 01/2023 → 03/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 01/2023 → 03/2025
  Tiaa
  Denver, CO
• 10/2021 → 12/2022
  United States Postal Service
  Denver, CO
• 02/2020 → 03/2021
  Km Sales
  Denver, CO
• 04/2021 → 10/2021
  Unemployed
  Denver, CO
• 12/2019 → 03/2020
  Digstown
  Denver, CO
• 08/2015 → 11/2019
  Pre-Collegiate Academic Outreach Program - Ucdenver
  Denver, CO
• 06/2014 → 11/2016
  Digstown
  Denver, CO
• 11/2018 → 08/2019
  Fareharbor
  Denver, CO
• 11/2019 → 12/2019
  Unemployed
  Denver, CO
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 03/2025 → 11/2025
  Unemployed
  Denver, CO
• 12/2025 → Present
  Bank Of America, N.A.
  Denver, CO

Other Businesses

I*3236267, Entity Type Entity For Profit, Name of OBA: YouTube Address:San BrunoCalifornia94066 Investment Related:No Position, Title, Association: Other Employee Start Date: 01/20/2020No Hours:0 No Hours during trading: 0 Duties: Uploading a video once every 2 weeks. I have not done it in over a year, Was meant for extra income, but has not generated any in years. I may not continue this in the future

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-12
• S63 Uniform Securities Agent State Law Examination
  2023-03-28

Other Names

• Braulio Campana
• Braulio N/A Campana