Aleksandra Drake
CRD Number: 6375152Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Aleksandra Drake (CRD# 6375152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad, CA | May 2017 - Current | 6 |
| Bank Of America, N.a | Carlsbad, CA | May 2017 - Current | 6 |
| Jp Morgan Securities LLC | Carlsbad, CA | Dec 2015 - May 2017 | 1 |
| Jpmorgan Chase Bank | Carlsbad, CA | Dec 2015 - May 2017 | 1 |
| Bank Of America N.a. | Carlsbad, CA | Dec 2014 - Nov 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad, CA | Jul 2014 - Nov 2015 | 1 |
| Navy Federal Credit Union | San Diego, CA | Feb 2014 - Aug 2014 | < 1 |
| A.drake Consulting | Carlsbad, CA | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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