linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Wyndham Foord

NEW York Life Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Wyndham Foord

Alexander Wyndham Foord is a financial advisor with over 10 years of experience in the industry. Alexander is currently registered with New York Life Investment Management LLC and is licensed in Connecticut. Previously, Alexander worked at PROVASI CAPITAL PARTNERS LP and FIDELITY BROKERAGE SERVICES LLC. Alexander's specialties include portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Alexander Foord is currently registered with NEW York Life Investment Management LLC. NEW York Life Investment Management LLC is an investment advisor based in NEW YORK, NY. It is a registered investment advisor with the SEC and has a total of 1123 accounts under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Its assets under management are approximately $109,067,423,343. The firm participates in wrap fee programs.
NEW York Life Investment Management LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$109.07B

Assets Under Management

Not reported

Total Clients

81

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Foord’s Registration & Firm History

CT

10/01/2024 - Present

NEW York Life Investment Management LLC (Stamford CT)

TX

05/27/2014 - 07/06/2016

PROVASI CAPITAL PARTNERS LP (DALLAS TX)

TX

09/24/2013 - 05/07/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Alexander Wyndham Foord is right for you?

Licenses & Designations

IA

Issued 04/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alexander Wyndham Foord.
Not sure if Alexander Wyndham Foord is right for you?