Alexandra Rhys Paxton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- First Financial GroupJun 2022 to Jul 2023
- MML Investors Services, LLCJun 2022 to Jul 2023
- Massmutual Life Insurance CoMay 2022 to Jul 2023
- Mcadam Financial LLCAug 2020 to May 2022
- Doggie's PubDec 2019 to Apr 2020
- Carey International and EmbarqueMay 2019 to Dec 2019
- Carrabba's Italian GrillMay 2017 to Aug 2017
- Pennsylvania State UniversityAug 2016 to May 2020
- Reston Ice SkatingNov 2014 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7292656
- Firm CRD
- 7691