Alex Levine, financial advisor Atlanta GA
89 score

Alex Levine

CRD Number: 6283661
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alex Levine (CRD# 6283661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Dec 2013 - Current 3
Professional Specialty Publications Charlotte, NC Aug 2012 - Nov 2013 1
Chicago Public School Chicago, IL Aug 2010 - Jul 2012 1
Unemployed Fairfield, CT May 2010 - Jul 2010 < 1
Chili's Shelton, CT Jan 2010 - Apr 2010 < 1
Towson University Towson, MD Jan 2007 - Dec 2009 2
Houssatonic Community College Bridgeport, CT Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Alex D. Levine
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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