Alexander Francis Mckendry
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.Apr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to now
- Overbrook Golf ClubSep 2023 to now
- Equitable Advisors, LLCApr 2023 to Dec 2023
- Merion Cricket ClubDec 2022 to Sep 2023
- UnemployedJun 2022 to Nov 2022
- Nationwide InsuranceDec 2021 to Jan 2022
- Grog GrillJun 2021 to Jul 2021
- Ollie's Bargain Discount StoreNov 2020 to Feb 2021
- Albright CollegeAug 2018 to May 2022
- Philadelphia Country ClubJun 2017 to Sep 2017
- Lake Naomi ClubJun 2016 to Aug 2020
- Haverford High SchoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7724585
- Firm CRD
- 7691