Brandon J Hoppenstein

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

10 years in the industry.

1. Bank of America, N.A.May 2026 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
3. Employment BreakSep 2024 to Oct 2024
4. Ledyard Law LLCJul 2024 to Sep 2024
5. Towson UniversityApr 2024 to Aug 2024
6. Financial Dimensions, Inc.Feb 2024 to Apr 2024
7. Papi's TacosJun 2023 to Aug 2023
8. Towson UniversityAug 2022 to Jan 2024
9. Harvest Investment Consultants, LLCMay 2022 to Aug 2022
10. Towson UniversityJan 2021 to May 2022
11. Joe Blow TeesDec 2020 to Dec 2022
12. Towson UniversityAug 2020 to Dec 2020
13. Joe Blow TeesMay 2020 to Aug 2020
14. Westminster HighschoolMar 2020 to May 2020
15. Bounds Accounting & Tax Services, LLCMar 2020 to Mar 2020
16. Westminster HighschoolJan 2020 to Feb 2020
17. TargetNov 2019 to Jan 2020
18. Westminster HighschoolAug 2019 to Nov 2019
19. David& Country ClothingJun 2019 to Jul 2020
20. Joe Blow TeesJun 2019 to Aug 2019
21. Westminster HighschoolJan 2019 to Jun 2019
22. TargetNov 2018 to Jan 2019
23. Brightview Senior LivingJul 2018 to Oct 2018
24. Westminster HighschoolAug 2016 to Jul 2018

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

8003361

Firm CRD

7691