Alexa N O'HOllaren

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

• 02/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 02/2014 → Present
  Bank Of America, N.A.
  Las Vegas, NV

Other Businesses

I*132682 For profit or not for profit: For-Profit Organization Name of outside business organization: Alexa O'Hollaren Investment related: N Address of business: henderson, Nevada 89011 Nature of business: Sole Proprietorship Position, title, association: , Start date of relationship: 9/1/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: start selling my art and some misc items I have on etsy/ebay/offerup and may create my own small website to sell the items. Potentially drop shipping. Only will sell items occasionally as I make them. May make socials like youtube/IG ETSY SHOP NAME

Exams

• S66 Uniform Combined State Law Examination
  2018-11-02

Other Names

• Alexa O'HOllaren
• Alexa Ohollaren
• Alexa Noel O'HOllaren