Alexander James Baer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Alexander James Baer? Claim your profile
Contact this firm
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.
- Bank of America, N.A.Nov 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to now
- Pennymac LLCJun 2018 to Oct 2018
- Marcus and MillichapJan 2018 to May 2018
- Aeg WorldwideOct 2017 to Dec 2017
- Sunlife OrganicsJun 2017 to Dec 2017
- Og Cherry PackingMay 2017 to Jun 2017
- Citta CafeJun 2016 to Dec 2016
- Pepperdine UniversityAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7036745
- Firm CRD
- 7691