Alec Schreiber, financial advisor Chagrin Falls OH

Alec Schreiber

CRD Number: 7023686
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alec Schreiber (CRD# 7023686) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Akron, OH Jun 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron, OH May 2019 - Current 5
Ohio University Athens, OH Aug 2015 - May 2019 3
Securities America, Inc. Independence, OH Mar 2019 - Apr 2019 < 1
Securities America Inc./jk Investments Group Independence, OH Dec 2018 - Mar 2019 < 1
Keybank Cleveland, OH May 2018 - Aug 2018 < 1
Irg Reality Advisors Richfield, OH May 2017 - Aug 2017 < 1
Evergreen Alliance Golf Limited Medina, OH Apr 2015 - Aug 2016 1
Fox Meadow Cc Medina, OH Mar 2013 - Aug 2016 3
Ralph Lauren Corp Lodi, OH Oct 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Alec Schreiber
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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