Mikala Merey, financial advisor West Palm Beach FL

Mikala Merey

CRD Number: 6688192
Current Firm: Alliancebernstein LP

Mikala Merey (CRD# 6688192) is an Investment Advisor Representative working at Alliancebernstein LP in West Palm Beach, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC New York, NY Feb 2018 - Current 4
Barnard College New York, NY Aug 2014 - Feb 2018 3
Merrill Lynch New York, NY Sep 2017 - Nov 2017 < 1
Ab Bernstein New York, NY Jun 2017 - Aug 2017 < 1
Merrill Lynch New York, NY Sep 2016 - May 2017 < 1
William T. Dwyer High School Palm Beach Gardens, FL Aug 2010 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Mikala J. Merey
Phone Number: 615-622-0000
Registered State(s):
  • CO
  • DC
  • FL
  • NJ
  • NY
  • OH
By the Numbers
  • Total Assets Under Management
    721,781
    MILLIONS
  • Total Number of Accounts
    49,955
    ACCOUNTS
  • Average Account Value
    $14,448,624
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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