Cesar Alejandro Bravo berumen

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.Apr 2026 to now
2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2023 to now
3. Bank of AmericaDec 2023 to Mar 2026
4. Hollister Co.Oct 2023 to Dec 2023
5. Uber EatsSep 2023 to Dec 2023
6. WhovaJul 2023 to Sep 2023
7. ToyotaJun 2022 to Sep 2022
8. University of California San Diego, Seventh CollegeJan 2022 to Jun 2023
9. Red RobinJun 2021 to Sep 2021
10. University of California San Diego, Seventh CollegeApr 2021 to Sep 2021
11. Chick-fil-aJul 2020 to Sep 2020
12. University of California San DiegoSep 2019 to Sep 2023
13. UnemployedJun 2019 to Sep 2019
14. Cristo Rey San Jose Jesuit High SchoolSep 2018 to Jun 2019
15. El Camino HospitalSep 2018 to Jun 2019
16. UnemployedJun 2018 to Sep 2018
17. Cristo Rey San Jose Jesuit High SchoolSep 2017 to Jun 2018
18. VmwareSep 2017 to Jun 2018
19. UnemployedJun 2017 to Sep 2017
20. Barry Swenson BuilderSep 2016 to Jun 2017
21. Cristo Rey San Jose Jesuit High SchoolSep 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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

8245790

Firm CRD

7691