Maryanna Elizabeth Braun
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sowell ManagementJul 2023 to now
- Baker Tilly Wealth Management, LLCMar 2020 to Jul 2023
- Baker Tilly US LLPNov 2018 to Jul 2023
- Mrz Financial Services, LLCSep 2018 to Nov 2018
- United Capital Financial Advisers, LLC-goldman SachsFeb 2018 to Mar 2020
- United Capital Financial Advisers, LLCDec 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6348142
- Firm CRD
- 127145