Alet
Filmalter

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6553595
Investment Advisor
in Vero Beach, FL
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About this Advisor

Alet Filmalter is a financial advisor based in Vero Beach, Florida, with a total of 10 years in the industry. Filmalter is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Bank Windhoek, Merrill Lynch, Pierce, Fenner & Smith Inc, Orchid Island Golf And Beach Club, The Moorings Club and Bank Of America, N.A. Filmalter maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory firm based in Vero Beach, Florida. The company has offices in 2,958 locations and a total of 40,146 advisors. It oversees $820 billion in assets among its 2,272,151 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including 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. Financial advisory fee schedules largely are based on the services. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Yes

Office Location

660 Beachland Blvd
Vero Beach, FL 32963

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

FL Average: 88
Total Number of Accounts

2,472,247

FL Average: 3,892
Average Account Size

$322,494

FL 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

Alet Filmalter Work History

Alet has 10 years of experience.

2015 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (4 years)

Bank Of America, N.A

2012 - 2015 (3 years)

Orchid Island Golf And Beach Club

2010 - 2010 (< 1 year)

Bank Windhoek

2008 - 2009 (1 year)

The Moorings Club

Disclosures

Alet Filmalter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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