Alex Gierbolini
Alex Gierbolini is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Guaynabo, PR, with 28 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
15 2nd St / 15 Calle 2, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (24)
Customer Dispute
March 2019Customer Dispute
October 2018Customer Dispute
September 2018Customer Dispute
September 2018Customer Dispute
August 2018Customer Dispute
October 2017Customer Dispute
June 2017Customer Dispute
February 2017Customer Dispute
October 2016Customer Dispute
September 2016Customer Dispute
September 2016Customer Dispute
August 2016Customer Dispute
May 2016Customer Dispute
November 2015Customer Dispute
October 2015Customer Dispute
April 2015Customer Dispute
August 2014Customer Dispute
August 2014Customer Dispute
July 2014Customer Dispute
June 2014Customer Dispute
June 2014Customer Dispute
May 2014Customer Dispute
December 2008Customer Dispute
January 2000Other Business Activities
Alex is an advisory board member for Carlos Beltran Baseball Academy, dedicates minimal time to HD Online LLC as a committee member, and is on the executive committee for Blu Canary Capital LLC. Alex also owns Tigella LLC, an Italian restaurant, and attends quarterly meetings, dedicating minimal time to it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Popular Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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