Alexander Nelson

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

• 07/2014 → 07/2024
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 07/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2018 → 05/2020
  Texas Tech University
  Lubbock, TX

Previous Registrations

• 2018-07-13 → 2019-06-20
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-07-13 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

I*1940302, For Profit, Name of the other businessFlying D Cattle LLCWhether the business is investment-relatedNoAddress of the other business Ravenna TX Nature of the other businessRanching/AgricultureYour positionManagerTitle, or relationship with the other businessManagerStart date of your relationship04/16/21Approximate number of hours/month you devote to the other business20Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessRaising and caring for family herd of beef cattle to be sold to friends and family.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-03

Other Names

• Alex Webb Nelson
• Alexander Nelson
• Alexander Webb Nelson