Alesia Kaye Coffman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Bank of America, N.A.Jan 2024 to now
- UnemployedSep 2023 to Jan 2024
- Foundation Block ManagementNov 2021 to Sep 2023
- JPMorgan Chase Bank NAFeb 2019 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 4695154
- Firm CRD
- 7691