Alfredo Bocanegra
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Albuquerque, NM 87110
Credentials
Series 63, Series 66
Industry experience
6 years
About
Alfredo Bocanegra is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to providing personalized financial strategies tailored to the unique needs of individuals and families. He works closely with clients to develop plans that address a range of goals, including college and education planning, retirement income, family wealth management, and supporting women in wealth management.
With expertise in navigating complex financial decisions and adapting strategies to changing market conditions, Alfredo emphasizes a deep understanding of each client’s full financial picture. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Austin High School. Alfredo is bilingual, fluent in both English and Spanish.
Outside of his professional role, Alfredo has personal interests in cooking, photography, soccer, and tennis. His approach centers on uncovering what matters most to clients and creating strategies to help them pursue their financial goals with confidence.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Retirement income strategy
Wealth management
Demographic focus
Women Professionals
Location
2125 Louisiana Blvd
Albuquerque, NM 87110
Most active in
Alfredo B has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
Bank of America, N.A.
2019 - Present (7 years)
Merrill
2019 - Present (7 years)
U.S. Bancorp Investments, Inc.
2019 - 2019 (1 year)
U.S. Bank
2018 - 2019 (1 year)
Union Bank
2018 - 2018 (1 year)
U.S. Bank
2017 - 2018 (1 year)
Wells Fargo
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
Shawn L
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Rio Rancho, NM
SML Advisory
Justin G
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David D
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Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
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