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Aleksandra Davis

Belle Haven Investments, LP

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About Aleksandra Davis

Aleksandra Davis is a financial professional with experience in the securities industry. Aleksandra is registered with FINRA and the state of New York. She is a registered representative of Belle Haven Investments, LP, where she has been employed since 2017. Aleksandra holds several securities licenses, including Series 7, 63, 52, and 24. She is also a licensed Municipal Securities Principal (Series 53) and holds the SIE exam. Aleksandra specializes in providing investment advice to individuals, businesses, and investment companies.

Firm Information

Aleksandra Davis is currently registered with Belle Haven Investments, LP. Belle Haven Investments, LP is a partnership formed in 2001 and headquartered in RYE BROOK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. With over $17.6 billion in regulatory assets under management, Belle Haven Investments manages accounts for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and state or municipal government entities. The firm is registered with the SEC and in 34 states.
Belle Haven Investments, LP

800 WESTCHESTER AVENUE

RYE BROOK, NY 10573-1301

$17.67B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aleksandra Davis’s Registration & Firm History

NY

09/18/2017 - Present

Belle Haven Investments, LP (RYE BROOK NY)

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Licenses & Designations

BC

Issued 10/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2018

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 09/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aleksandra Davis.
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