Alexander
Batt

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2967019
Investment Advisor
in Vero Beach, FL
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About this Advisor

Alexander Batt is a financial advisor based in Vero Beach, Florida, who has 12 years of financial industry experience. Batt is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Macro Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Unemployed/Consulting, Macromarkets, LLC and Bank Of America, N.A. Batt holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating in Vero Beach, Florida. It has offices in 2,958 locations and a total of 40,146 financial advisors. It manages $820 billion in assets across its 2,272,151 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 4,667 charities and foundations. Of its 2,272,151 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide assortment of services, such as 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. Fees for financial management typically depend on the type of services offered. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

Alexander Batt Work History

Alexander has 12 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

2010 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2010 (2 years)

Unemployed/Consulting

2007 - 2008 (1 year)

Macro Financial LLC

2006 - 2008 (2 years)

Macromarkets, LLC

Disclosures

Alexander Batt has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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