Alexander J Karius
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to now
- Bank of America, N.A.May 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporateApr 2023 to now
- JP Morgan Securities LLCAug 2018 to Apr 2023
- JPMorgan Chase Bank, N.AAug 2018 to Apr 2023
- Summit County Democratic PartyJan 2018 to May 2018
- Senator Sherrod BrownApr 2017 to Nov 2017
- Huntington National BankAug 2016 to Jul 2018
- University of AkronAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7027854
- Firm CRD
- 7691