Alejandro Sanchez-Ordonez
Alejandro Sanchez-Ordonez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Brooklyn, NY, with 2 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
2076 86th St, Brooklyn, NY, 11214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alejandro is a board member (2nd Vice-President) of the Alumni Association of the City College of New York, dedicating minimal time to planning events and voting on scholarships. He is also a founder/managing member of Brooklyn Wear Company LLC, a clothing retailer, spending about 10-20% of his time on pricing and online store maintenance, and works as a consultant/independent contractor for Uber Technologies Inc. a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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