Alexander J Sokolowski
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Alexander J Sokolowski? Claim your profile
Contact this firm
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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- TargetOct 2025 to Nov 2025
- UnemployedJul 2025 to Oct 2025
- TargetMay 2025 to Jul 2025
- Alachua County Tax Collector's OfficeJan 2024 to May 2025
- Alachua County Board of County CommissionersSep 2023 to Jan 2024
- Whole FoodsSep 2022 to May 2023
- University of FloridaJul 2022 to Dec 2023
- WalmartOct 2021 to Jul 2022
- UnemployedJul 2021 to Sep 2021
- University of Central FloridaJun 2020 to Jun 2021
- Camp Blanding Military MuseumNov 2019 to Mar 2020
- Ridgeview High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8194199
- Firm CRD
- 7691