Orit Sapir Alon, financial advisor Philadelphia PA

Orit Sapir Alon

CRD Number: 6698713
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orit Sapir Alon (CRD# 6698713) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell, PA Nov 2016 - Current 5
Bank Of America, N.a. Blue Bell, PA Nov 2016 - Current 5
Republic Bank Abington, PA Apr 2014 - Nov 2016 2
Unemployed Ambler, PA Aug 2013 - Apr 2014 < 1
Mizrachi Tefahot Bank Ramat Gan, Jan 2012 - Jul 2013 1
Unemployed Hod Hasharon, Aug 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Orit Sapir Alon
Phone Number: 800-637-7455
Registered State(s):
  • PA
  • TX
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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