Alyssa Cox
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- Peche Seafood Restaurant, Link Restaurant GroupNov 2022 to Apr 2023
- Unemployed - Moving From Colorado Springs, Co To New Orleans, LaApr 2022 to Nov 2022
- Elite Roofing SupplyOct 2021 to Apr 2022
- The Melting PotAug 2021 to Jan 2022
- Unemployed - Moving From New Orleans, La To Colorado Springs, CoJun 2021 to Aug 2021
- BriquetteNov 2019 to Dec 2019
- Nakashima of JapanOct 2019 to Mar 2020
- BriquetteJun 2019 to Sep 2019
- Fox River BrewingOct 2018 to Nov 2018
- The Melting PotAug 2018 to Feb 2019
- 7-elevenJul 2018 to Aug 2018
- Lawrence University & ConservatorySep 2017 to Jun 2021
- Boston University Tanglewood Institute (buti)Jun 2017 to Aug 2017
- Unemployed - High-school Student & Classical CellistAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7730869
- Firm CRD
- 7691