Alexander W Kirchgaesser

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2021 → 05/2021
  Venice Youth Boating Association
  Venice, FL
• 06/2021 → 08/2021
  Astro -Pharma
  Wein
• 05/2019 → 09/2019
  American Yacht Club
  Rye, NY
• 06/2020 → 08/2020
  Ubs
  New York, NY
• 08/2018 → 05/2022
  College Of The Holy Cross
  Worcestor, MA
• 05/2018 → 08/2018
  American Yacht Club
  Rye, NY
• 06/2017 → 08/2017
  American Yacht Club
  Rye, NY
• 08/2014 → 05/2018
  Fordham Prep
  Bronx, NY
• 08/2019 → 06/2020
  College Of The Holy Cross
  Worcestor, MA
• 08/2020 → 01/2021
  Holy Cross
  Worcestor, MA
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22

Other Names

• Alexander William Kirchgaesser