Alena Marie Meeker

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

• 03/2007 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  San Francisco, CA
• 07/2011 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2002-08-01 → 2007-03-22
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA
• 2001-09-06 → 2002-07-18
  Robertson Stephens, Inc.
  San Francisco, CA

Other Businesses

I*: 2466289 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: San Francisco, CA 94122 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2001-05-23

Other Names

• Alena Marie Silvestri