Alexander Kehoe, financial advisor Naples FL
90 score

Alexander Kehoe

CRD Number: 5982269
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexander Kehoe (CRD# 5982269) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Naples, FL Sep 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples, FL Sep 2011 - Current 5
Unemployed Naples, FL May 2011 - Sep 2011 < 1
Stetson University Deland, FL Sep 2009 - May 2011 1
Surroundings Resale Furniture Naples, FL May 2009 - Sep 2009 < 1
Stetson University Deland, FL Sep 2008 - May 2009 < 1
Surroundings Resale Furniture Naples, FL May 2008 - Sep 2008 < 1
Stetson University Deland, FL Aug 2007 - May 2008 < 1
Barron Collier High School Naples, FL May 2007 - Aug 2007 < 1
The Dunes Restaurant Naples, FL Dec 2006 - May 2007 < 1
Barron Collier High School Naples, FL Sep 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Alexander D. Kehoe
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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