Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Alexander Chen
Financial advisor at Merrill
Alexander Chen has worked in the financial industry for 2 years and is a fiduciary financial advisor based in New York, New York. Alexander has been with Merrill since 2024. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeOne Bryant Park, New York, NY 10036
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowMerrillCurrent firm
Contact Alexander
(800) 637-7455Merrill main office One Bryant ParkNew York, NY 10036Office · Get directions
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Questions to ask Alexander
Tailored to Alexander’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alexander
How do I contact Alexander?
Call Merrill at (800) 637-7455 and ask for Alexander Chen. Alexander works from the New York, NY office.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Alexander hold?
Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alexander for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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