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Alex Feudi

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

North Bethesda, MD

Middletown, NJ

CRD 5848570

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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-28
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2016-03-02
  • NJ RA
    APPROVED
    Since 2025-08-28
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2016-03-02

Branch Locations

77 Broad St, Red Bank, NJ 07701 • United States

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

Middletown, NJ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 02/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-16
  • S66 Uniform Combined State Law Examination
    2011-05-16
Other Names
  • Alex Feudi
  • Joseph A Feudi
  • Joseph Alexander Feudi
  • Joseph Alexander Feudi

View on SEC IAPD

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