Alec FernandesCRD Number: 6606221
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alec Fernandes (CRD# 6606221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Abraham & Company, Inc.
Freestone Capital Management, LLC
|Bank Of America, N.a.||Tacoma, WA||Apr 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tacoma, WA||Mar 2021 - Current||< 1|
|Td Ameritrade||Silverdale, WA||May 2018 - Feb 2021||2|
|Planmember Securities Corporation||Carpinteria, CA||Jan 2016 - Feb 2018||2|
|Focal Point Solutions Group||Westlake Village, CA||May 2015 - Jan 2016||< 1|
|Biola University||La Mirada, CA||Aug 2012 - Jun 2015||2|
|Creator Up!||Burbank, CA||Jan 2014 - Nov 2014||< 1|
|Stonefire Grill||Fountain Valley, CA||Jun 2012 - Jun 2013||1|
|Orange Coast College||Costa Mesa, CA||Aug 2010 - Jun 2012||1|
|Target||Westminister, CA||Nov 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Jul 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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