Alexa CalleryCRD Number: 6740340
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alexa Callery (CRD# 6740340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Jun 2017 - Current||4|
|Alliance Bernstein||Boston, MA||Dec 2016 - Jun 2017||< 1|
|Mfs||Boston, MA||Aug 2014 - Dec 2016||2|
|Mfs||Boston, MA||Jun 2012 - Aug 2014||2|
|Unemployed||Longmeadow, MA||Feb 2012 - Jun 2012||< 1|
|Smyth Law Offices||Brockton, MA||Sep 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
|S63||Uniform Securities State Law Examination||Jul 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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