Alex Dichter
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Bank of America, N.A.Nov 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to now
- UnemployedJun 2020 to Aug 2020
- Jason OlenskiFeb 2019 to Jun 2020
- Michael David BurgmanJan 2019 to Jun 2020
- Northwestern Mutual Investment Services LLCDec 2017 to Jan 2019
- Northwestern Mutual Wealth Management CompanyMar 2017 to Jan 2019
- Northwestern Mutual Life Insurance CompanyAug 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 6693870
- Firm CRD
- 7691