Veronika Alekyan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- J.P. Morgan Securities LLCMar 2024 to Jan 2025
- JPMorgan Chase Bank, N.A.Mar 2024 to Jan 2025
- Lenox Advisors/massachusetts MutualJul 2023 to Feb 2024
- Beyond Holding Us, LLCFeb 2022 to Sep 2022
- Sonnenblick and Eichner LLCJun 2021 to Feb 2022
- Alekyan IncFeb 2019 to Jul 2023
- Newmark Group IncJul 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7745155
- Firm CRD
- 7691