Axel J Isackson
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.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Equitable Advisors, LLCJun 2025 to Jul 2026
- UnemployedSep 2024 to Jun 2025
- Starplex CorpJun 2024 to Aug 2024
- UnemployedSep 2023 to May 2024
- Central Washington UniversityJun 2023 to Sep 2023
- Vick Julius McclureJun 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- Central Washington UniversityJun 2022 to Sep 2022
- Tumble CreekMay 2022 to Aug 2022
- UnemployedSep 2021 to Apr 2022
- Tumble CreekMay 2021 to Aug 2021
- UnemployedFeb 2021 to Apr 2021
- Home DepotDec 2020 to Jan 2021
- UnemployedSep 2020 to Nov 2020
- Home DepotApr 2020 to Aug 2020
- UnemployedSep 2018 to Mar 2020
- Baskin RobbinsMay 2018 to Aug 2018
- UnemployedJun 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8110429
- Firm CRD
- 7691