Alexander Recchia

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

• 06/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 02/2014 → Present
  Bank Of America N.A.
  Paramus, NJ

Other Businesses

I*129068 For profit or not for profit: For-Profit Organization Name of outside business organization: Gentle Giant Brewing Company Investment related: N Address of business: Pearl River, New York 10965 Nature of business: S-Corp, Position, title, association: General Partner, Start date of relationship: 1/20/2020 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will become a partner with a 5% ownership in the restaurant. I will be responsible for assisting other partners with promotional marketing, menu consulting, and organizing events.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-13
• S63 Uniform Securities Agent State Law Examination
  2011-05-09

Other Names

• Alexander Nicholas Recchia