Alek Christopher Goltzman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
2 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
17 years in the industry.
- Bank of America, N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- Raymond James & Associates, IncJul 2020 to Dec 2022
- Space Coast Credit UnionMay 2020 to Jul 2020
- Royal Alliance Associates, Inc.Jan 2020 to Mar 2020
- Heron Financial PartnersJun 2018 to Apr 2020
- Bella BellaNov 2017 to Jun 2018
- Wells BrothersAug 2017 to Nov 2017
- HobbitApr 2017 to Jul 2017
- Florida State UniversityAug 2016 to Aug 2018
- Andrews Capital Grill and BarAug 2016 to Dec 2016
- Full Time StudentSep 2009 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6966213
- Firm CRD
- 7691