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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Braun-Bostich & Associates invest in?","answer":"At the end of its last fiscal year, Braun-Bostich & Associates’ separately managed accounts held 94% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Braun-Bostich & Associates?","answer":"Braun-Bostich & Associates’ direct owners are Cassandra Kirby (25% to 50%) and Amy Braun-Bostich (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Braun-Bostich & Associates get paid?","answer":"Braun-Bostich & Associates is paid through a percentage of assets under management and fixed fees. 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