Alexander John Kithas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 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
18 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- UnemployedJul 2022 to Aug 2022
- Conversion MarketingSep 2021 to Jul 2022
- UnemployedJul 2021 to Sep 2021
- Pledge FinancialMar 2021 to Jul 2021
- UnemployedJan 2021 to Mar 2021
- Pledge FinancialAug 2020 to Jan 2021
- Synergy Marketing SolutionsSep 2019 to Aug 2020
- Ascendant Marketing GroupMar 2018 to Sep 2019
- UnemployedDec 2017 to Mar 2018
- University of California, San DiegoSep 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8003369
- Firm CRD
- 7691