Alyssa Saavedra, financial advisor Ocean NJ

Alyssa Saavedra

CRD Number: 7203578
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alyssa Saavedra (CRD# 7203578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean, NJ and has over 3 years of experience in the finance industry.

Similar Advisors
John Hammack, financial advisor Ocean NJ
John P. Hammack
CRD# 2083423
Main Street Financial Solutions, LLC
Similar Advisors
Kevin Kruse, financial advisor Ocean NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
Similar Advisors
Mark Abadir, financial advisor Ocean NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Eatontown, NJ Aug 2018 - Current 5
Bank Of America, N.a. Eatontown, NJ Aug 2018 - Current 5
Chase Bank Jersey City, NJ Dec 2015 - Aug 2018 2
Jared's Galleria Of Jewerly Freehold, NJ Dec 2017 - Jun 2018 < 1
Pandora Jersey City, NJ Oct 2016 - Dec 2016 < 1
Td Bank Freehold, NJ Jul 2015 - Sep 2015 < 1
Victoria's Secret Freehold, NJ Jun 2015 - Sep 2015 < 1
Pandora Freehold, NJ May 2015 - Aug 2015 < 1
Unemployed Marlboro, NJ Feb 2015 - Apr 2015 < 1
Best Buy Jersey City, NJ Oct 2014 - Jan 2015 < 1
Unemployed Marlboro, NJ Jul 2014 - Sep 2014 < 1
Lord & Taylor Marlboro, NJ Apr 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Alyssa L. Saavedra
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.