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Alexandra Cameron Pockaj Whitehouse

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

New York, NY

CRD 8157033

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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
NY RA APPROVED 2026-07-31
  • NY RA
    APPROVED
    Since 2026-07-31

Branch Locations

225 Liberty St, New York, NY 10281 • United States

One Bryant Park, New York, NY 10036 • 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 New York NY 09/2025 Present
Ztn Capital Consulting New York NY 09/2024 08/2025
Unemployed New York NY 05/2024 08/2024
Tulane University New Orleans LA 09/2022 05/2024
Accelerated Partners Llc New York NY 06/2022 08/2022
Tulane University New Orleans LA 12/2021 05/2022
Good Enough To Eat New York NY 08/2021 11/2021
Gigantic! Productions New York NY 08/2021 11/2021
Tulane University New Orleans LA 08/2019 07/2021
Nyc Juniors Volleyball Club New York NY 06/2019 07/2019
The Nightingale-Bamford School New York NY 09/2015 06/2019
  • 09/2025 → Present
    New York, NY
  • 09/2024 → 08/2025
    Ztn Capital Consulting
    New York, NY
  • 05/2024 → 08/2024
    Unemployed
    New York, NY
  • 09/2022 → 05/2024
    Tulane University
    New Orleans, LA
  • 06/2022 → 08/2022
    Accelerated Partners Llc
    New York, NY
  • 12/2021 → 05/2022
    Tulane University
    New Orleans, LA
  • 08/2021 → 11/2021
    Good Enough To Eat
    New York, NY
  • 08/2021 → 11/2021
    Gigantic! Productions
    New York, NY
  • 08/2019 → 07/2021
    Tulane University
    New Orleans, LA
  • 06/2019 → 07/2019
    Nyc Juniors Volleyball Club
    New York, NY
  • 09/2015 → 06/2019
    The Nightingale-Bamford School
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
  • S66 Uniform Combined State Law Examination
    2026-07-31
Other Names
  • Alexandra Cameron Whitehouse

View on SEC IAPD

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