Alexander Martinez, financial advisor Clearwater FL

Alexander Martinez

CRD Number: 7489923
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexander Martinez (CRD# 7489923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clearwater, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Richey, FL Dec 2021 - Current 1
Bank Of America Seminole, FL Nov 2019 - Dec 2021 2
Bank Of America Seminole, FL Dec 2018 - Nov 2019 < 1
Bank Of America St Petersburg, FL Jul 2017 - Dec 2018 1
Lowes St Petersburg, FL Mar 2017 - Jul 2017 < 1
Pet Supermarket St Petersburg, FL Mar 2015 - Mar 2017 2
Florida Modification Specialists Lakeland, FL Jan 2015 - Jul 2015 < 1
Tailwheels Lakeland, FL Jun 2014 - Jan 2015 < 1
Pasco High School Dade City, FL Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Contact Info for Alexander R. Martinez
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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 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, WY

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