Alexander Thomas Ledbetter

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

• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aiken, SC
• 11/2019 → 02/2023
  Wing Place
  Aiken, SC
• 06/2017 → 08/2019
  Mill Race Farm And Stable
  Aiken, SC
• 08/2018 → 08/2022
  The University Of South Carolina Columbia
  Columbia, SC
• 07/2016 → 01/2017
  Rodney's Rockets
  North Augusta, NC
• 01/2017 → 06/2017
  Unemployed
  Aiken, SC

Other Businesses

I*: 2162303 Entity Type: For Profit Name of OBA: A. L. Address: AIKEN, SC 29801 Investment Related: No Position, Title, Association: Tenant Employee Start Date: 02/14/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: rent out a room at my house to a friend who is not a client.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-23

Other Names

• Alexander T Ledbetter