Alex Junior Kapnik

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Watertown, MA
• 04/2025 → 05/2026
  Bank Of America
  Watertown, MA
• 08/2024 → 05/2025
  Wells Fargo
  San Diego, CA
• 04/2021 → 05/2022
  Dutch Bros
  Citrus Heights, CA
• 01/2022 → 08/2022
  American River College
  Sacramento, CA
• 08/2022 → 03/2023
  Starbucks
  San Diego, CA
• 01/2017 → 04/2021
  Mbm Facility Services
  Sacramento, CA
• 09/2023 → 04/2025
  University Of California, San Diego (Uc San Diego)
  La Jolla, CA
• 06/2016 → 12/2016
  Oakmont High School
  Roseville, CA
• 04/2023 → 08/2023
  Unemployed
  San Diego, CA
• 06/2026 → Present
  Bank Of America, N.A.
  Watertown, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29

Other Names

• Alex Kapnik