Alexander Stahl

$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	2025-10-22

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	06/2025	Present
Pnc Bank	Denton	TX	02/2025	05/2025
Starwood Cafe	Denton	TX	11/2021	10/2024
Lsa Burger	Denton	TX	07/2023	03/2024
Starwood Cafe	North Richland Hills	TX	08/2021	05/2023
Paperboy Cafe	Austin	TX	04/2021	07/2021
Counter Cafe	Austin	TX	05/2020	03/2021
Keller High School	Keller	TX	01/2020	04/2020
Sonic Drive-Thru	North Richland Hills	TX	01/2019	12/2019
Keller High School	Keller	TX	06/2015	12/2018
University Of North Texas	Denton	TX	08/2022	05/2025

06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
02/2025 → 05/2025

Pnc Bank

Denton, TX
11/2021 → 10/2024

Starwood Cafe

Denton, TX
07/2023 → 03/2024

Lsa Burger

Denton, TX
08/2021 → 05/2023

Starwood Cafe

North Richland Hills, TX
04/2021 → 07/2021

Paperboy Cafe

Austin, TX
05/2020 → 03/2021

Counter Cafe

Austin, TX
01/2020 → 04/2020

Keller High School

Keller, TX
01/2019 → 12/2019

Sonic Drive-Thru

North Richland Hills, TX
06/2015 → 12/2018

Keller High School

Keller, TX
08/2022 → 05/2025

University Of North Texas

Denton, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-22

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