Randy R Albrecht

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, MN
• 05/2021 → 05/2022
  Doordash
  San Francisco, CA
• 03/2017 → 05/2021
  Farmers Insurance
  Rochester, MN
• 05/2016 → 03/2017
  Old Navy
  Rochester, MN
• 03/2022 → 04/2022
  Kroger
  Rochester, MN
• 01/2018 → 08/2020
  University Of Phoenix
  Phoenix, AZ

Other Businesses

I*1009434 , Entity Type, For Profit,Entity Publicly Traded Name of OBA: Doordash Address:San Francisco,CA,94103 Investment Related:NO Position, Title, Association: Other Employee Start Date:10/01/2022 No Hours:8 Weekly No Hours during trading:0 Duties:Delivering food for Doordash

Exams

• S66 Uniform Combined State Law Examination
  2023-06-05