Blake Alexander Fox

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

• 11/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 02/2021 → 05/2021
  Episcopal High School
  Bellaire, TX
• 02/2020 → 05/2020
  Episcopal High School
  Bellaire, TX
• 07/2019 → 10/2019
  Kip Wells 32
  Houston, TX
• 02/2019 → 05/2019
  Episcopal High School
  Bellaire, TX
• 06/2016 → 01/2019
  Milwaukee Brewers
  Milwaukee, WI
• 01/2018 → 05/2018
  Court One Athletics
  Tempe, AZ
• 05/2019 → 07/2019
  Unemployed
  Houston, TX
• 02/2022 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

Episcopal High School. Not investment related. 4650 Bissonnet St. Bellaire, TX 77401. I am a high school baseball coach. Assistant baseball coach. The season is from February 1st to May 3rd. It is 6 days a week and around 25 hours a week. Practice hours: 3:15-6:00 pm. Game Day Hours vary, but are typically: 5:00-9:30 pm. Financial advising is my career path, but I do enjoy coaching baseball at my alma mater. I coach high school baseball players and seek to win championships.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-10