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Alex Matthew Paul

Fiduciary Trust International, LLC

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About Alex Matthew Paul

Alex Paul is a financial advisor who has been in the industry since August 8, 2006. Alex is currently registered with Fiduciary Trust International, LLC in Lincoln, MA. Previously, Alex was registered with Crestone Securities LLC and First Investors Corporation. Alex is registered in 52 states, the District of Columbia, and Puerto Rico. Alex is also a Chartered Financial Analyst.

Firm Information

Alex Paul is currently registered with Fiduciary Trust International, LLC. Fiduciary Trust International, LLC is an investment advisor based in Lincoln, MA. They manage over $6.32 billion in assets for 469 clients. The firm provides financial planning, portfolio management, and selection of other advisors for individual, business, and institutional clients. Their client base primarily consists of high-net-worth individuals and institutional clients, managing $4.7 billion and $947 million in assets respectively.
Fiduciary Trust International, LLC

55 OLD BEDFORD RD

LINCOLN, MA 01773

$6.32B

Assets Under Management

1

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Alex Paul’s Registration & Firm History

MA

05/09/2011 - Present

Fiduciary Trust International, LLC (LINCOLN MA)

CO

08/11/2006 - 03/09/2011

CRESTONE SECURITIES LLC (BOULDER CO)

NJ

01/24/2002 - 03/26/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 10/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex Matthew Paul.
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