Najee Alexander
Najee Alexander is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Carrollton, TX, with 1 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
1101 S Josey Ln, Carrollton, TX, 75006
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Regulatory History (1)
Financial
April 2019Other Business Activities
Najee is a member of Alexander Legacy Group LLC, a real estate investment and property management company, since June 2023. He spends minimal time assisting with basic upkeep of rental properties and general property management.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.