Alexander Goodkind
CRD Number: 7693027Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alexander Goodkind (CRD# 7693027) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Simsbury, CT and has 1 year of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Farmington, CT | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington, CT | Jan 2023 - Current | 1 |
| Full-time Student | Manchester, CT | Nov 2020 - Oct 2022 | 1 |
| Total Wine & More | Manchester, CT | Feb 2015 - Sep 2021 | 6 |
| Eastern Mountain Sports LLC | Manchester, CT | Apr 2017 - May 2017 | < 1 |
| Staples | Vernon, CT | Oct 2014 - Feb 2015 | < 1 |
| Office Depot | Houston, TX | Jan 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- CT
- 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
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