Alec McLeod (CRD# 7273425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 3 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Lincoln, RI | Jul 2020 - Current | 3 |
| Providence College | Providence College, RI | Sep 2019 - Jul 2020 | < 1 |
| Waquoit Bay Yacht Club | Falmouth, MA | May 2019 - Sep 2019 | < 1 |
| Providence College | Providence, RI | Sep 2018 - May 2019 | < 1 |
| Freedom Boat Club | Falmouth, MA | May 2018 - Sep 2018 | < 1 |
| Providence College | Providence, RI | Sep 2017 - May 2018 | < 1 |
| Waquoit Bay Yacht Club | Falmouth, RI | May 2017 - Sep 2017 | < 1 |
| Providence College | Providence, RI | Sep 2016 - May 2017 | < 1 |
| Waquoit Bay Yacht Club | Falmouth, MA | May 2016 - Sep 2016 | < 1 |
| Needham High School | Needham, MA | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- CT
- RI
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.