Alexander Oliner
Alexander Oliner is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Garden City, NY, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1325 Franklin Ave, Garden City, NY, 11530
Get directionsHistory
Regulatory History (3)
Financial
May 2017Financial
April 2017Financial
February 2017Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
J.H. Darbie & CO., INC.Broker
Legend Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Echotrade LLCBroker
Echotrade LLCBroker
Worldco, L.L.C.Broker
State Registrations5 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.