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Alexander J Strauss

RDM Capital Associates Inc.

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About Alexander J Strauss

Alexander J. Strauss is an investment advisor representative at RDM Capital Associates Inc. Alexander is registered with the state of New Jersey and holds a Series 63 and 65 licenses. He is also a Series 7 and SIE license holder. Alexander has been in the financial services industry since 2014. He has worked with firms such as Sidoti & Company, LLC and UBS Financial Services Inc. Alexander specializes in providing portfolio management for businesses and individuals, as well as financial planning. He is a registered investment advisor with RDM Capital Associates Inc., and manages over $127 million in assets.

Firm Information

Alexander Strauss is currently registered with RDM Capital Associates Inc.. RDM Capital Associates Inc. is an investment advisor headquartered in RED BANK, NJ with 127,578,442 in regulatory assets under management. They provide financial planning, portfolio management for individuals and businesses, and other services. They serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
RDM Capital Associates Inc.

263 BROAD ST

RED BANK, NJ 07701

$127.58M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Alexander Strauss’s Registration & Firm History

NJ

05/03/2022 - Present

RDM Capital Associates Inc. (RED BANK NJ)

NY

07/22/2016 - 04/25/2022

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

08/25/2014 - 06/23/2016

SIDOTI & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander J Strauss.
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