Alexander
Knapp
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Alexander Knapp is a financial advisor based in Towson, Maryland with 1 year of industry experience. Knapp currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Keeseville Kids Cove, Ausable Valley Central School, Town Of Ausable, Clarkson University, Pizza Hut, University Of Leicester, Northwestern Mutual, Ayco/Goldman Sachs and Merrill Lynch, Pierce, Fenner & Smith Inc. Knapp has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets under management between its 2,864,234 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse array of services, such as 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 advisory services vary depending on which services are offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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 Knapp Work History
Alexander has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Ayco/Goldman Sachs
Clarkson University
Northwestern Mutual
Clarkson University
Clarkson University
Town Of Ausable
University Of Leicester
Ausable Valley Central School
Town Of Ausable
Pizza Hut
Clarkson University
Town Of Ausable
Clarkson University
Town Of Ausable
Ausable Valley Central School
Keeseville Kids Cove
Ausable Valley Central School
Keeseville Kids Cove
Ausable Valley Central School
Ausable Valley Central School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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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.
