Alex BakerCRD Number: 7060163
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alex Baker (CRD# 7060163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valle, MD||Jan 2019 - Current||3|
|Univeristy Of Maryland University College||Adelphi, MD||Aug 2018 - Current||4|
|Wells Fargo Bank||Baltimore, MD||Jul 2017 - Dec 2018||1|
|Vail Resorts||Park City, UT||Nov 2016 - Apr 2017||< 1|
|American Youth Foundation||Center Tuftonboro, NH||May 2016 - Aug 2016||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2011 - May 2016||4|
|American Youth Foundation||Center Tuftonboro, NH||May 2015 - Aug 2015||< 1|
|St. Regis Hotel||Park City, UT||Oct 2014 - Apr 2015||< 1|
|American Youth Foundation||Center Tuftonboro, NH||Jun 2014 - Aug 2014||< 1|
|Deer Valley Ski Resort||Park City, UT||Feb 2014 - Apr 2014||< 1|
|American Youth Foundation||Center Tuftonboro, NH||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
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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