Alex Ryan Kellner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Covr Financial TechnologiesApr 2025 to Feb 2026
- Scoville LandscapingMay 2024 to Jan 2025
- Covr Financial TechnologiesFeb 2024 to Mar 2025
- University of ConnecicutJan 2024 to May 2024
- Sharon Lawn and LandscapeMay 2023 to Sep 2023
- University of ConnecticutAug 2022 to Aug 2024
- Northwestern Community CollegeAug 2018 to May 2022
- Peters Boathouse LakevilleApr 2018 to Apr 2024
- Labonnes MarketAug 2017 to Nov 2017
- Housatonic Valley Regional High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8245825
- Firm CRD
- 7691