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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brahan is an Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Paul has a strong background in the financial services industry. Before joining Kovitz Investment Group Partners, LLC, Paul worked at PNC Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul has passed several industry exams, including the Series 7, Series 6, Series 63 and Series 65. Paul is a Certified Financial Planner. Paul is registered with the state of Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
PA
03/16/2021 - 12/26/2023
PNC INVESTMENTS (PITTSBURGH PA)
PA
08/30/2018 - 03/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
12/07/2017 - 04/24/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
IA
Issued 01/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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