Alexandra Vandegrift Moore

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 → 01/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cynwyd, PA

Other Businesses

I*3011264, Entity Type Entity For Profit, Name of OBA: Flip Flop Woah Address: CoatesvillePennsylvania19320 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/01/2025 No Hours: 5 monthly No Hours during trading: 0 Duties: Ad-hoc requests from others to paint, I will be painting murals and creating custom art for others.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  2015-10-21

Other Names

• Alexandra Moore
• Alex Moore