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Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

Fisher Investments

location

WOODSIDE, CA

0 Disclosures

ADVISOR BIO

Alexander Davidson Baruch is a registered Investment Advisor Representative with Fisher Investments. Alexander has been in the industry since 2009 and has a strong background in financial services. Alexander specializes in portfolio management and provides services to a wide range of clients including individuals, businesses, investment companies and pooled investment vehicles. Alexander is licensed in both California and Texas. In addition to Fisher Investments, Alexander has also worked at Morgan Stanley and Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Valmark Advisers, Inc.

location

Tustin, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Lee is an investment advisor representative, licensed with Valmark Advisers, Inc. and NFP Securities, Inc. in the past. Alexander has 15 years of experience in the industry and holds the Series 7 and Series 66 securities licenses. Alexander is registered in 20 states and specializes in portfolio management for individuals, investment companies, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING
Unclaimed
location

San Francisco, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Rudolf is a financial advisor with over 15 years of experience in the industry. Alexander is currently registered with Morgan Stanley and has a broad range of experience in providing financial advice to a diverse clientele. Alexander's previous roles include Packerland Brokerage Services, Inc. and Thomas Weisel Partners LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Dimensional Fund Advisors LP | CFA ® (Certifications)

location

SANTA MONICA, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Fridman is an investment advisor representative at Dimensional Fund Advisors LP. Alexander has been in the industry since February 7, 2019. Alexander is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 7TO and SIE licenses. Alexander also holds the Chartered Financial Analyst designation. In addition to working at Dimensional Fund Advisors LP, Alexander is a consultant for Springcoin, Inc., a blockchain data company.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

City National Rochdale | CFA ® (Certifications)

location

San Francisco, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Palmerton Nelson is a financial advisor at City National Rochdale. Alexander has been in the industry since 2015 and has a Series 7, Series 66, and SIE license. Alexander is registered with the state of California, New York, and Tennessee. Alexander is a Chartered Financial Analyst and has been recognized as a top advisor by several publications. Alexander specializes in providing financial advice to high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Beverly Hills, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Siele is a financial advisor with Morgan Stanley and has been in the industry for over 16 years. Alexander has a Series 7, Series 66 and SIE license. Alexander is registered with the state of Texas as an Investment Advisor Representative. Alexander has held previous positions with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY SMITH BARNEY. Alexander is registered to provide investment advice in 33 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Long Beach, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Faria is a financial advisor at Morgan Stanley with over 2 years of experience in the industry. Alexander is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 66, and SIE licenses. Alexander has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley | CFA ® (Certifications)

location

San Francisco, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Chan is a financial advisor with Morgan Stanley. Alexander Chan has been in the financial industry since 2022 and is registered with both FINRA and the state of California. Alexander Chan is a Registered Representative with Morgan Stanley and holds both Series 7 and Series 63 licenses. Alexander Chan is a CFA charterholder. Alexander Chan has experience with both First Republic Securities Company, LLC and Bank of the West. Alexander Chan has a specialization in helping clients with investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Los Angeles, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Louis Manolopoulos is an investment advisor representative with Morgan Stanley. Alexander has been in the industry since April 23, 2000. Alexander's primary business location is in Los Angeles, CA. Alexander holds the Series 7, Series 63, Series 66, Series 79TO and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Menlo Park, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander B. Nemechek is a financial advisor with Morgan Stanley. Alexander is registered with the state of California and Texas. Alexander is active in both the broker-dealer and investment advisor industries. Alexander has been a registered representative for over a year.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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