Aleksei
Grosulak

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7171203
Investment Advisor
in Billings, MT

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About this Advisor

Aleksei Grosulak is a financial advisor based in Billings, Montana, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Aleksei has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Baker Hughes, and Bank Of America, N.A. Aleksei has passed the Series 66 regulatory exam and is registered to provide services in Montana and Texas. Currently, Aleksei is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Billings, Montana. 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 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

550 N 31St St
Billings, MT 59101

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

MT Average: 88
Total Number of Accounts

2,911,578

MT Average: 3,892
Average Account Size

$436,737

MT 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

Aleksei Grosulak Work History

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (5 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Baker Hughes

2016 - 2017 (1 year)

Baker Hughes

2014 - 2016 (2 years)

Baker Hughes

Disclosures

Please visit the SEC profile of Aleksei Grosulak 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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Frank Alexander
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David Filosa
New York, NY
David Leach
Palm Desert, CA
Katheryn Coleman
Spring, TX
Deborah Pace
White Plains, NY
Joaquin Gouch
Farmington, MI

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