Alexander Croy
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
Wichita, KS 67226
Credentials
Series 63, Series 66
Industry experience
8 years
About
Alexander Croy is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial solutions to high-net-worth investors. He focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Alexander works closely with clients to develop customized financial approaches that align with their priorities, risk tolerance, time horizon, and liquidity needs. He is committed to offering transparent guidance and helping clients navigate the complexities of investing to achieve their personal and family goals.
Alexander holds a Bachelor's Degree from Wichita State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes clarity in fees and services, ongoing assessment of clients’ financial plans, and responsiveness to changing life circumstances and market conditions.
Outside of his professional role, Alexander enjoys spending time with his wife, Taylor, and engaging in activities such as golfing, traveling, camping, and yoga.
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
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Wealth management
General estate planning guidance
Location
2959 N Rock Rd
Wichita, KS 67226
Most active in
Alexander C has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Bank of America, N.A.
2020 - Present (6 years)
Merrill
2020 - Present (6 years)
NYLIFE Securities LLC
2017 - 2020 (3 years)
New York Life Insurance Company
2017 - 2020 (3 years)
AXA Advisors
2016 - 2017 (1 year)
Wichita State University
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.
Stacey A
Series 66
Wichita, KS
American Freedom Investments, LLC
Michael S
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Jeremy R
Series 65
Haysville, KS
Summit Wealth LLC
Michael H
Series 63, Series 65
Wichita, KS
Coordinated Financial Management
Peter T
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
Charles Z
CFP®, PFS™, Series 65, Series 66
Valley Center, KS
Strategic Asset Management, LLC
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