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 investment advisor located in Carlsbad, California. Currently an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 17 years of work experience. Drake holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Drake is able to work with investors in California and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, A.Drake Consulting, Use Credit Union, Bank Of America N.A, Jpmorgan Chase Bank, Jp Morgan Securities LLC, Bank Of America, N.A and Navy Federal Credit Union. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Carlsbad, California, and operates out of 3,132 locations across the United States. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $797 billion in assets across 2,472,247 client accounts and employs more than 41,217 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 797,993 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer 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

18 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 18 years of experience.

2017 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - Present (3 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Jpmorgan Chase Bank

2015 - 2017 (2 years)

Jp Morgan Securities LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America N.A

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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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