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Alexander Joseph Streusand

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Antonio, TX

Sugar Land, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

1803 Broadway St, San Antonio, TX 78215 • United States

13135 Dairy Ashford Rd Retirement & Personal Wealth Solutions, Sugar Land, TX 77478 • 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
Invesco Houston TX 10/2010 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 05/2026 Present
Franklin Templeton San Mateo CA 05/2019 08/2020
Unemployed New Braunfels TX 08/2020 08/2021
Capital Group - American Funds Distributors, Inc. San Antonio TX 08/2021 04/2026
  • 10/2010 → 05/2019
    Invesco
    Houston, TX
  • 05/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Antonio, TX
  • 05/2019 → 08/2020
    Franklin Templeton
    San Mateo, CA
  • 08/2020 → 08/2021
    Unemployed
    New Braunfels, TX
  • 08/2021 → 04/2026
    Capital Group - American Funds Distributors, Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
S66 Uniform Combined State Law Examination 2013-08-08
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30
  • S66 Uniform Combined State Law Examination
    2013-08-08
Other Names
  • Alex Joseph Streusand
  • Alexander Streusand

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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