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Alex Gregory Goldstein

Chesapeake Asset Management LLC

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About Alex Gregory Goldstein

Alex Gregory Goldstein is a financial advisor with Chesapeake Asset Management LLC, a Registered Investment Advisor based in New York, New York. Alex Goldstein is registered in Florida, New Jersey and New York. Alex Goldstein has been in the industry since October 31, 2018. Alex Goldstein is also a general partner/managing member of Fit Rite Custom Orthotics LLC, a for-profit limited liability company in Boca Raton, Florida.

Firm Information

Alex Goldstein is currently registered with Chesapeake Asset Management LLC. Chesapeake Asset Management LLC is a New York-based investment advisor with approximately $658 million in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. They also offer selection of other advisors.
Chesapeake Asset Management LLC

630 FIFTH AVENUE

NEW YORK, NY 10111

$658.02M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alex Goldstein’s Registration & Firm History

FL

06/05/2023 - Present

Chesapeake Asset Management LLC (Boca Raton FL)

FL

02/05/2020 - 06/06/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

NJ

10/31/2018 - 11/11/2019

UBS FINANCIAL SERVICES INC. (SHORT HILLS NJ)

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Licenses & Designations

BOTH

Issued 02/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Gregory Goldstein.
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