Landon Dodge Alverson

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 11/2013 → 01/2019
  Jonny Ds
  Huntington Station, NY
• 12/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2015 → 01/2018
  Bank Of America
  Central Islip, NY
• 01/2018 → 12/2018
  Hsbc
  Commack, NY

Previous Registrations

• 2019-10-22 → 2022-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

I*8081 For profit or not for profit: Profit Name of outside business organization: Alverson International Corp Investment related: No Address of business: 15 Waywood Pl Huntington Station NY 11746 Huntington Station, New York 11746 Nature of business: I own two rental properties in NY Position, title, association: Director Start date of relationship: 5/1/2018 Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0 Duties: My wife and I manage the rental properties

Exams

• S66 Uniform Combined State Law Examination
  2019-10-21

Other Names

• Landon Alverson