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Oleksandr Hordiychuk

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.

  1. Bank of America, N.A.Feb 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
  3. Fidelity InvestmentsApr 2023 to Jan 2025
  4. UnemployedDec 2022 to Apr 2023
  5. TargetAug 2022 to Dec 2022
  6. First Watch RestaurantsMay 2021 to Aug 2021
  7. Ninja CitiDec 2019 to May 2022
  8. The Ohio State UniversityAug 2019 to Dec 2022
  9. UnemployedJun 2019 to Aug 2019
  10. Zumiez IncSep 2018 to Feb 2019
  11. Impact GymnasticsAug 2017 to Sep 2018
  12. Panera BreadApr 2017 to Sep 2017
  13. Bedford High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NH, 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
7732791
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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