Alexander Miguel Acosta

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

• 09/2016 → 11/2016
  Cook Ross
  Silver Spring, MD
• 08/2016 → 09/2016
  Unemployed
  Silver Spring, MD
• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 11/2016 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Arlington, WA

Previous Registrations

• 2020-10-06 → 2022-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Boston, MA
  New York, NY
  Miami, FL
  Fort Lauderdale, FL

Other Businesses

I* 1750280 For profit or not for profit: Entity For Profit Name of outside business organization: n/a Investment related: no Address of business: Miami, FL, 33132 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 04/01/2024 Number of hours devoted: 12 Weekly Number of hours devoted during trading hours: 0 Duties: To serve those aspiring to start their own businesses by helping them think through the process. Who will be the target demographic? How will you reach these customers? Etc. I have not obtained an EIN or named the entity yet, pending approval of my OBA.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10

Other Names

• Alexander Acosta