Alesia Kaye Coffman

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

• 09/2015 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 01/2024 → Present
  Bank Of America, N.A.
  Dallas, TX
• 02/2019 → 10/2021
  Jpmorgan Chase Bank Na
  Dallas, TX
• 11/2021 → 09/2023
  Foundation Block Management
  Dallas, TX
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2023 → 01/2024
  Unemployed
  Dallas, TX

Previous Registrations

• 2021-01-26 → 2021-10-04
  J.P. Morgan Securities Llc
  Dallas, TX
• 2015-10-27 → 2019-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
• 2015-06-25 → 2015-08-20
  True North Advisors, Llc
  Dallas, TX

Other Businesses

I*2175388, Entity Type: , Name of OBA: S R B, Address: Goshen, Kentucky, 40026, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 27-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-15
• S65 Uniform Investment Adviser Law Examination
  2015-06-25

Other Names

• Alesia Kaye Coffman
• Alesia Kaye Fair
• Alesia C Turner
• Alesia Coffman Tuner
• Alesia Coffman Turner