Alexis De Jesus Reyes

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

• 06/2019 → 02/2021
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2019 → 02/2021
  Jpmorgan Securities Llc
  New York, NY
• 04/2017 → 05/2019
  Td Bank Na
  New York, NY
• 05/2015 → 12/2016
  Capital Communication Federal Credit Union
  Albany, NY
• 01/2017 → 03/2017
  Unemployed
  Bronx, NY
• 03/2021 → 04/2023
  Morgan Stanley Smith Barney Llc
  Temple Terrace, FL
• 09/2022 → 04/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL
• 06/2023 → Present
  Bank Of America, N.A.
  Clearwater, FL

Previous Registrations

• 2021-09-08 → 2023-05-18
  Morgan Stanley
  Tampa, FL
  Temple Terrace, FL

Other Businesses

I*1451252 For profit or not for profit: Entity For Profit Name of outside business organization: La Liga Sports Agency LLC Investment related: N Address of business: ST PETERSBURG, Florida, 33702, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/25/2023 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Develop and serve underprivileged youth and young adult sports athletes, with player skill development, training academy, community league showcase organization and player representation.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-23

Other Names

• Alexis Reyes
• Alexis Dejesus Reyes
• Alexis D Reyes
• Alexis De Jesus Reyes