Alexander Francis Mckendry

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

• 04/2023 → 12/2023
  Equitable Advisors, Llc
  New York, NY
• 12/2022 → 09/2023
  Merion Cricket Club
  Haverford, PA
• 12/2021 → 01/2022
  Nationwide Insurance
  Newtown Square, PA
• 11/2020 → 02/2021
  Ollie's Bargain Discount Store
  Reading, PA
• 06/2016 → 08/2020
  Lake Naomi Club
  Pocono Pine, PA
• 06/2021 → 07/2021
  Grog Grill
  Bryn Mawr, PA
• 08/2018 → 05/2022
  Albright College
  Reading, PA
• 08/2014 → 07/2018
  Haverford High School
  Haverford, PA
• 06/2022 → 11/2022
  Unemployed
  Haverford, PA
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 09/2023 → Present
  Overbrook Golf Club
  Villanova, PA
• 06/2017 → 09/2017
  Philadelphia Country Club
  Gladwyne, PA
• 04/2024 → Present
  Bank Of America, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2023-12-12 → 2023-12-18
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-08

Other Names

• Alex Mckendry