Alexander P Fidler

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

• 06/2021 → 08/2024
  Fidelity Investments
  Salt Lake City, UT
• 03/2020 → 04/2021
  University Pharmacy
  Salt Lake City, UT
• 08/2019 → 03/2020
  Northwestern Mutual
  Salt Lake City, UT
• 05/2018 → 08/2019
  Enterprise Rent-A-Car
  Salt Lake City, UT
• 04/2017 → 08/2017
  Veterans First
  Salt Lake City, UT
• 12/2016 → 03/2017
  Alliance Health
  South Jordan, UT
• 08/2016 → 05/2021
  University Of Utah
  Salt Lake City, UT
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2023-02-24 → 2024-07-26
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17
• S63 Uniform Securities Agent State Law Examination
  2021-11-03

Other Names

• Alexander Philip Fidler
• Alexander Fidler
• Alex Fidler