Alexander C Ratchford

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-10
GA	RA	APPROVED	2025-01-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Norcross	GA	08/2024	Present
Harbor Freight	Milledgeville	GA	09/2023	05/2024
Georgia College And State University	Milledgeville	GA	08/2020	05/2024
Autozone	Milledgeville	GA	05/2021	11/2022
Ace Hardware	Atlanta	GA	12/2020	08/2021
Advance Auto Parts	Norcross	GA	03/2020	08/2020
Pokeworks	Peachtree Corners	GA	04/2019	03/2020
Unemployed	Atlanta	GA	08/2014	03/2019
Kroger	Milledgeville	GA	03/2021	04/2021
Bank Of America, N.A.	Norcross	GA	10/2024	Present

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Norcross, GA
09/2023 → 05/2024

Harbor Freight

Milledgeville, GA
08/2020 → 05/2024

Georgia College And State University

Milledgeville, GA
05/2021 → 11/2022

Autozone

Milledgeville, GA
12/2020 → 08/2021

Ace Hardware

Atlanta, GA
03/2020 → 08/2020

Advance Auto Parts

Norcross, GA
04/2019 → 03/2020

Pokeworks

Peachtree Corners, GA
08/2014 → 03/2019

Unemployed

Atlanta, GA
03/2021 → 04/2021

Kroger

Milledgeville, GA
10/2024 → Present

Bank Of America, N.A.

Norcross, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-26

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