Alexander
Knapp

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7083463
Investment Advisor
in Towson, MD

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About this Advisor

Alexander Knapp is a financial advisor based in Towson, Maryland, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has previously held positions at Keeseville Kids Cove, Ausable Valley Central School, Town Of Ausable, Clarkson University, Pizza Hut, University Of Leicester, Northwestern Mutual, Ayco/Goldman Sachs, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Alexander has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Alexander is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Towson, Maryland. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

901 Dulaney Valley Rd
Towson, MD 21204

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

MD Average: 88
Total Number of Accounts

2,911,578

MD Average: 3,892
Average Account Size

$436,737

MD Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alexander Knapp Work History

2024 - Present (0 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Ayco/Goldman Sachs

2019 - 2019 (< 1 year)

Clarkson University

2019 - 2019 (< 1 year)

Northwestern Mutual

2019 - 2020 (1 year)

Clarkson University

2018 - 2018 (< 1 year)

Clarkson University

2018 - 2018 (< 1 year)

Town Of Ausable

2018 - 2019 (1 year)

University Of Leicester

2017 - 2017 (< 1 year)

Ausable Valley Central School

2017 - 2017 (< 1 year)

Town Of Ausable

2017 - 2017 (< 1 year)

Pizza Hut

2017 - 2018 (1 year)

Clarkson University

2016 - 2016 (< 1 year)

Town Of Ausable

2016 - 2017 (1 year)

Clarkson University

2015 - 2015 (< 1 year)

Town Of Ausable

2015 - 2016 (1 year)

Ausable Valley Central School

2014 - 2014 (< 1 year)

Keeseville Kids Cove

2014 - 2015 (1 year)

Ausable Valley Central School

Disclosures

Please visit the SEC profile of Alexander Knapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

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Scottsdale, AZ
Christopher Brach
Orlando, FL
Frederic Blythe
Lincoln, RI
Hayden Cross
East Lansing, MI
Thomas Leone
Palm Bay, FL
Adam White
Chicago, IL
Yanni Saderi
Los Angeles, CA
Megan Martinez
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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