Donna AlexanderCRD Number: 1428498
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Donna Alexander (CRD# 1428498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hartford, CT and has over 28 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hartford, CT||Feb 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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