Steven Alvarenga
CRD Number: 6759050Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Steven Alvarenga (CRD# 6759050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redondo Beach, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Los Angeles, CA | Sep 2017 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Apr 2017 - Current | 7 |
Wells Fargo & Company | Long Beach, CA | Nov 2015 - Apr 2017 | 1 |
California State University Long Beach | Long Beach, CA | Aug 2014 - Dec 2016 | 2 |
Aldo Group | Lakewood, CA | Jul 2014 - Nov 2015 | 1 |
Express, Inc. | Lakewood, CA | Apr 2012 - Mar 2015 | 2 |
Abercombie & Fitch | Los Cerritos, CA | May 2014 - Jul 2014 | < 1 |
Long Beach City College | Long Beach, CA | Aug 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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