Aleksandra
Drake

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6375152
Investment Advisor
in Carlsbad, CA
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About this Advisor

Aleksandra Drake is an advisor who works in Carlsbad, California. Currently an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Drake has 16 years of professional experience. Drake maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Drake is registered to serve investors based out of California and Texas. Their career trajectory has included roles at Bank Of America N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, A.Drake Consulting, Use Credit Union, Bank Of America, N.A, Navy Federal Credit Union, Jpmorgan Chase Bank and Jp Morgan Securities LLC. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Carlsbad, California, and operates out of 2,958 offices in the United States. As a registered investment firm, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

2704 Loker Ave
Carlsbad, CA 92010

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

CA Average: $7,464,549,021
Total Number of Employees

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Aleksandra Drake Work History

Aleksandra has 16 years of experience.

2017 - Present (2 years)

Bank Of America, N.A

2017 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Jpmorgan Chase Bank

2015 - 2017 (2 years)

Jp Morgan Securities LLC

2014 - 2015 (1 year)

Bank Of America N.A

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Navy Federal Credit Union

2013 - 2014 (1 year)

A.Drake Consulting

2002 - 2014 (12 years)

Use Credit Union

Disclosures

Aleksandra Drake has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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