Alexander A Koleff

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

• 05/2009 → Present
  Merrill Lynch
  Merrillville, IN
• 09/2009 → Present
  Bank Of America, Na
  Merrillville, IN

Other Businesses

I*1421280 For profit or not for profit: Name of outside business organization: Crisis Center of Gary, Inc. Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Co-Chair of the Wine Fest & Auction committee which is an annual event to raise funds for the Crisis Center of Gary, Inc.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-27
• S63 Uniform Securities Agent State Law Examination
  1999-04-23

Other Names

• Alexander Anthony Koleff
• Alex Koleff