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AS
AS
Aleksandra H Szegda
Retirable
2 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Investment Management
Financial Planning & Coaching
Retirable
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$94K average
Assets Under Management
$130.6M
Fee Structure
Investment Management
Planning
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Location
29 Broadway, New York, NY, 10006
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History
Regulatory History (1)
What are disclosures?
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Employment Separation After Allegations
May 2025
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Retirable
September 2025 - Present · 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - June 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
January 2023 - June 2025 · 2 yrs 5 mos
State Registrations
1 state
NY
Advisor
Exams
No exam information available for this advisor.