Alex Demarea

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

• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 11/2020 → 09/2024
  Deloitte Consulting
  Kansas City, MO
• 05/2020 → 11/2020
  Unemployed
  Overland Park, KS
• 08/2016 → 05/2020
  Kansas State University
  Manhattan, KS
• 10/2024 → Present
  Bank Of America, N.A.
  Leawood, KS

Other Businesses

I*3961269 Entity Type: N/A Name of OBA: E D Address: Overland Park, Kansas, 66212 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/06/2026 Number of Hours: 6, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27