Alexander Maxwell
Alexander Maxwell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lake Mary, FL, with 9 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
250 International Pkwy, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander owns AXK, LLC, an e-commerce business, and dedicates a few hours per week to maintaining inventory and online sales. He also serves as Co-Chair of a committee for Sneakers That Fit, a non-profit supporting underserved youth, spending minimal time annually on outreach and coordination.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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