Alec Gober
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.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- J.P. Morgan Securities LLCJul 2023 to Aug 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Aug 2024
- AgiaDec 2022 to Jun 2023
- Variable Annuity Life Insurance CompanyApr 2021 to Jun 2023
- Valic Financial Advisors IncFeb 2021 to Jun 2023
- UnemployedDec 2020 to Jan 2021
- Northwestern MutualJun 2020 to Nov 2020
- Change of PaceAug 2019 to Sep 2020
- UnemployedJul 2019 to Jul 2019
- Western Illinois UniversityAug 2018 to Dec 2020
- Change of PaceAug 2018 to Jun 2019
- Birdland Skate ParkJun 2018 to Aug 2018
- The Red OxJan 2018 to Feb 2018
- Change of PaceAug 2017 to Jun 2018
- Sauk Valley CollegeAug 2016 to Jul 2018
- Casey's General StoreApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7258572
- Firm CRD
- 7691