Alex E Paredes-Malaga

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

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
• 10/2014 → 10/2019
  Us Trust
  Pasadena, CA
• 07/2011 → 10/2019
  Bank Of America
  Brea, CA
• 01/2020 → Present
  Bank Of America, N.A
  Brea, CA

Other Businesses

I*1550297 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: azusa, California, 91702, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Other Names

• Alex Paredes Malaga
• Alex Eduardo Malaga
• Alex Eduardo Paredes Malaga