Alejandro Mozqueda alvarez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- NinjatraderJun 2025 to Dec 2025
- Lee Construction Company of the CarolinasSep 2024 to May 2025
- United RentalsMay 2024 to Aug 2024
- Best BuyJan 2024 to Apr 2024
- University of North Carolina At CharlotteAug 2023 to May 2025
- AmazonOct 2022 to Apr 2023
- Central Piedmont Community CollegeAug 2022 to Dec 2025
- Rowan Cabarrus Community CollegeJul 2021 to Jul 2022
- Northwest Cabarrus High SchoolAug 2017 to Jun 2021
- Winkler Middle SchoolFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8200053
- Firm CRD
- 7691