Alexandra Awad

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → Present
  Bank Of America, N.A.
  Pasadena, CA
• 07/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA

Other Businesses

I*1805279, Entity Type Rental Property Name of OBA: Rental Property 1, Address: Pasadena, CA, 91101, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 12/11/2019, No Hours: 1hr/Yearly, No Hours during trading: 0, Duties: I*4347273 Entity Type: Fiduciary role Name of OBA: The P.-A. Family Trust Address: Pasadena, California, 91104 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/07/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse I*4348268 Entity Type: Fiduciary role Name of OBA: The P.-A. Family Trust Address: Pasadena, California, 91104 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/07/2026 Number of Hours: 0 Number of Hours during trading: 0y Duties: Co-Trustee/Self, Spouse I*4812273, Entity Type: , Name of OBA: M P, Address: Pasadena, California, 91104, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/13/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-09-20

Other Names

• Alexandra Awad Ospina