Alec Nasto, financial advisor San Francisco CA

Alec Nasto

CRD Number: 6788664
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alec Nasto (CRD# 6788664) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 2 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA May 2019 - Current 1
Ubs Financial Services Inc. San Diego, CA Jul 2018 - Apr 2019 < 1
Lincoln Financial Advisors San Diego, CA Nov 2017 - Jul 2018 < 1
Unemployed Goleta, CA Jun 2017 - Nov 2017 < 1
University California Santa Barbara Santa Barbara, CA Sep 2015 - Jun 2017 1
Boathouse Santa Barbara, CA Jul 2015 - Dec 2015 < 1
Kyoto Japanese Restaurant Santa Barbara, CA Sep 2014 - Jun 2015 < 1
Santa Barbara City College Santa Barbara, CO Aug 2012 - May 2015 2
The Hake San Diego, CA Jun 2013 - Aug 2013 < 1
Eddie V's San Diego, CA Apr 2012 - Nov 2012 < 1
Torrey Pines High School San Diego, CA Aug 2010 - Jun 2012 1
Study Buddys San Diego, CA Jun 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Alec Nasto
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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