Alex M Danley

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

• 07/2020 → 10/2020
  Unemployed -
  Washington, DC
• 05/2020 → 07/2020
  The George Washington University
  Washington, DC
• 12/2018 → 05/2020
  The George Washington University
  Washington, DC
• 08/2018 → 12/2018
  Tamid Group
  Silver Spring, MD
• 10/2016 → 09/2018
  The George Washington University
  Washington, DC
• 08/2016 → 10/2016
  Altitude Trampoline Park, Llc
  Little Rock, AR
• 10/2020 → 11/2022
  Equitable Advisors
  New York, NY
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
• 01/2023 → Present
  Bank Of America, N.A.
  Little Rock, AR

Previous Registrations

• 2022-04-12 → 2022-12-05
  Equitable Advisors, Llc
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  2021-02-02

Other Names

• Alex Danley
• Alex Michael Danley