Alec Fernandes, financial advisor Tacoma WA

Alec Fernandes

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alec R. Fernandes
Phone Number: 800-637-7455
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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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