AS
AS

Aleksandra H Szegda

2 Years of Experience
1 Disclosure
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & Coaching
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

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Location

29 Broadway, New York, NY, 10006

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2025
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 IncorporatedBroker
January 2023 - June 2025 · 2 yrs 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.