Aixa Betancourt

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

• 09/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
• 06/2012 → Present
  Bank Of America, N.A.
  Jersey City, NJ

Other Businesses

I*968283, Name of OBA: Rental Property 1 Address: Philadelphia, PA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 8/23/2022 No Hours: 2 Yearly No Hours during trading: 0 Duties: I*2671267, Entity Type non-profit, Name of OBA: Junior Achievement Address: EdisonNew Jersey08837 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 07/30/2025No Hours: 10 yearly No Hours during trading: 10 yearly Duties:Present their approved curriculum based on elementary level activities around social studies and community development, Enrichment and mentoring programs for elementary school students in inner city schools.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-15

Other Names

• Aixa Leston
• Aixa Leston
• Aixa B Robinson
• Aixa Betancourt Robinson