Alexander Merrill
Alexander Merrill is a registered investment advisor at Osaic Institutions, INC., based in Barre, VT, with 3 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
289 North Main Street, Barre, VT, 05641-4171
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business Activities
Alexander is an employee of Southern New Hampshire University, facilitating course discussions surrounding basic finance principles and grading student work. This takes a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 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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