Alec Drew Zager

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2021 → 12/2022
  Boston Private Wealth Llc
  Miami, FL
• 06/2020 → 08/2020
  Boston Private Wealth Llc
  Miami, FL
• 06/2019 → 08/2019
  Caspian Capital
  New York, NY
• 06/2018 → 06/2018
  Alliance Building Services
  New York, NY
• 06/2017 → 06/2017
  Blue Star Camps
  Hendersonville, NC
• 08/2017 → 08/2021
  Tulane University
  New Orleans, LA
• 01/2011 → 07/2017
  University School Of Nsu High School
  Fort Lauderdale, FL
• 10/2021 → 12/2022
  New Edge Wealth
  Miami, FL
• 07/2021 → 10/2021
  Svb Wealth
  Miami, FL
• 02/2024 → Present
  Mml Investors Services, Llc
  Coral Gables, FL
• 01/2023 → Present
  Massmutual Life Insurance Co
  Coral Gables, FL

Previous Registrations

• 2021-10-11 → 2023-01-05
  New Edge Wealth
  Stamford, CT
  Miami, FL

Other Businesses

NAME: ADZ COMPANY LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 4/1/2024 NO HRS/MO: 1 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: LLC FOR COMPENSATION AND BUSINESS EXPENSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-09

Other Names

• Alec Drew Zager
• Alec Zager