Alex M Ferraccio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to now
- ExpertusoneMar 2024 to Feb 2025
- UnemployedDec 2023 to Mar 2024
- Signifyd, IncOct 2021 to Dec 2023
- Oracle, IncFeb 2021 to Oct 2021
- UnemployedAug 2020 to Jan 2021
- Zoll LifevestJun 2020 to Sep 2020
- Americorps KeysJun 2020 to Aug 2020
- UnemployedSep 2019 to Jun 2020
- The Pennsylvania State University - University ParkAug 2018 to Dec 2020
- The Pennsylvania State UniversityJan 2018 to May 2018
- The Pennsylvania State University - New KensingtonAug 2017 to May 2018
- Curran-shaffer Funeral HomeMay 2017 to Aug 2018
- The University of LynchburgAug 2016 to May 2017
- UnemployedFeb 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7111044
- Firm CRD
- 7691