Alistair Flynn, financial advisor Saint Petersburg FL
88 score

Alistair Flynn

CRD Number: 6205384
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alistair Flynn (CRD# 6205384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Saint Petersburg, FL Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Petersburg, FL May 2014 - Current 2
Kenyon College Gambier, OH Aug 2013 - May 2014 < 1
Merrill Lynch, Peirce Fenner & Smith St. Petersburg, FL May 2013 - Aug 2013 < 1
Sweet Briar College Junior Year In Spain Sevilla, NC Jan 2013 - May 2013 < 1
Kenyon College Gambier, OH Aug 2012 - Dec 2012 < 1
The Ohio State Wexner Medical Center Columbus, OH Aug 2012 - Dec 2012 < 1
Cactus Cafe Stowe, VT May 2012 - Aug 2012 < 1
Kenyon College Gambier, OH Aug 2011 - May 2012 < 1
Taco Bus St. Petersburg St. Petersburg, FL May 2011 - Aug 2011 < 1
Kenyon College Gambier, OH Aug 2010 - May 2011 < 1
The Shed Restaurant And Brewery Stowe, VT May 2010 - Aug 2010 < 1
Shorecrest Preparatory School St. Petersburg, FL Aug 2009 - May 2010 < 1
Shorecrest Preparatory School St. Petersburg, FL May 2009 - Aug 2009 < 1
Shorecrest Preparatory School St. Petersburg, FL Aug 2008 - May 2009 < 1
Unemployed Countryside, FL Jun 2008 - Aug 2008 < 1
Shorecrest Preparatory School St. Petersburg, FL May 2008 - Jun 2008 < 1
Shorecrest Preparatory School St. Petersburg, FL Aug 1999 - May 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Alistair Flynn
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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