Alexander
Schiess

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6383978
Investment Advisor
in Dallas, TX
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About this Advisor

Alexander Schiess is a financial advisor in Dallas, Texas. Currently an advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 11 years of professional experience. Schiess holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Schiess is able to advise clients in Pennsylvania and Texas. Schiess has gained experience at Bank Of America, N.A, Credit Suisse Securities (Usa) LLC, Summit Capital Group, Avascent, Duke University and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Dallas, Texas, and has 2,958 other locations across the nation. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets dispersed across 2,272,151 accounts and retains more than 40,146 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

No

Office Location

300 Crescent Ct Pbig - Dallas Private Wealth
Dallas, TX 75201

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

TX Average: 88
Total Number of Accounts

2,272,151

TX Average: 3,892
Average Account Size

$360,815

TX 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 Schiess Work History

Alexander has 11 years of experience.

2016 - Present (3 years)

Bank Of America, N.A

2016 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2016 (2 years)

Credit Suisse Securities (Usa) LLC

2013 - 2014 (1 years)

Summit Capital Group

2011 - 2013 (2 years)

Avascent

2007 - 2011 (4 years)

Duke University

Disclosures

Alexander Schiess has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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