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Alex Kuzmin
Schedule an appointment 424.204.4973

My name is Alex Kuzmin, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can provide you with one-on-one advice, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.

I'm looking forward to discussing your goals, as well as learning about your other interests. In my free time I enjoy:

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Bank of America Preferred Rewards

Preferred Rewards

Enjoy real benefits and rewards on your Merrill Edge investing and Bank of America banking account balances. And as your balances grow, so do your benefits.

Learn more about Preferred Rewards

Link your Merrill Edge® investing and Bank of America banking accounts to view and manage your money online and on your mobile device. With just one login, you can transfer funds instantly between your accounts.

Invest for the priorities that matter most to you. Get resources, tools and solutions aligned to your financial goals.

Learn more about Life Priorities


Financial Solutions Advisors™ are licensed investment professionals, trained to Merrill Edge's exacting standards. They're ready to offer advice and guidance to help you pursue your financial goals.

They can provide advice and guidance on investments while considering your current holdings, timing, risk tolerance, liquidity needs and financial circumstances. This strategy can include investment recommendations from Merrill Edge® as well as banking solutions from Bank of America®.

Your meeting is a chance for you and the Financial Solutions Advisor™ to get to know one another and decide if a financial relationship makes sense. To get the most out of the meeting, you should be prepared to answer questions about what's going on in your life today and your goals for the future. The more you're able to share, the more effective the Financial Solutions Advisor™ can be in recommending investment choices. It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

We will check in every six months to help you stay on track. This will give you a chance to review your progress and adjust if there are changes in your life or in the market. Of course, you can always reach out if you have questions or need specific advice and guidance.

Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill Edge® investment accounts.Footnote Plus, your Merrill Edge investment balances can help you qualify for Bank of America Preferred Rewards. If you're already a Preferred Rewards member, your balances can help you reach the next tier of benefits.Footnote ††

  1. Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, SafeBalance Banking®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from dropdown menu on the transfer screen.
  2. You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three-calendar-month period. SafeBalance Banking® accounts do not count toward the account or balance requirements, and do not receive the fee waivers and other benefits of the program. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.

Alex Kuzmin is licensed to do business in: AZ, CA, FL, HI, IN, MA, NV, NY, OR, TX

Supervisory Office23929 Valencia Blvd
Valencia, CA 91355