ADVISOR BIO

Alexander Lord Rosenthal is a financial advisor registered with Vanguard Advisers, Inc. Alexander Lord Rosenthal is registered to provide investment advice in North Carolina and Texas. Alexander Lord Rosenthal is an active Registered Representative and Investment Advisor Representative, with more than 10 years of experience in the industry. Alexander Lord Rosenthal has a strong understanding of the financial markets and is committed to providing personalized financial advice to clients. Alexander Lord Rosenthal has passed the Series 66, Series 7TO, and SIE exams.

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ADVISOR BIO

Alexander Winston Smith is a registered representative with D.a. Davidson & Co. based in Denver, Colorado. Alexander has a strong background in investment banking and holds the Series 79TO, Series 63 and SIE licenses. Before joining D.a. Davidson & Co., Alexander worked at Class VI Securities, LLC. Alexander is a dedicated financial professional with a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Alexander John Lytle is a financial advisor with Cresset Asset Management, LLC. Alexander has been in the industry for over 10 years, with previous experience at First Republic Investment Management, Inc. and Canterbury School. Alexander is licensed to provide financial advice in Connecticut and New York and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Alexander Ranieri is an investment advisor representative at First Trust Advisors LP. Alexander has been in the industry for 2 years. Alexander is registered in Illinois as an Investment Advisor Representative and a Broker-Dealer Representative. Alexander specializes in providing financial advice to individuals, corporations, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Alexander Blasi is a registered investment advisor representative at Vanguard Advisers, Inc. Alexander is licensed in 53 states and the District of Columbia, and has a Series 7TO, Series 66 and SIE. Alexander has been working in the financial industry since 2015 and has experience working with a variety of clients, including individuals, families, and businesses. Alexander specializes in portfolio management, financial planning, and selection of other advisors.

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ADVISOR BIO

Alexander Noto is a financial professional with BMO Capital Markets Corp. Alexander has been in the industry since August 4, 2020. Alexander holds the Series 63, Series 79TO, and SIE licenses. Alexander is registered in 50 states including Minnesota, where Alexander is currently based. Alexander is a specialist in providing portfolio management for pooled investment vehicles.

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ADVISOR BIO

Alexander Cohen is an Investment Advisor Representative with SEI Investments Management Corp., registered in Pennsylvania since May 2024. Alexander has been working in the financial services industry since June 2021, previously holding positions with SEI Investments, Dickinson College, and William Penn Charter School. Alexander is a Series 65 licensed professional. The firm provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. SEI Investments Management Corp. manages approximately $194 billion in assets.

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ADVISOR BIO

Alexander Matthew is an investment advisor representative with Nisa Investment Advisors, LLC. Alexander is registered in Missouri and has been with Nisa Investment Advisors, LLC since June 2020. Previously, Alexander worked at Paschall & Associates in Gastonia, North Carolina. Alexander holds the Series 3 license and the Chartered Financial Analyst designation.

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ADVISOR BIO

Alexander Davenport is a financial advisor with Sanford C. Bernstein & Co., LLC. Alexander Davenport has been a registered representative for 1 year and has passed the Series 7TO, SIE and Series 63 exams. Alexander Davenport is registered in Tennessee and is actively working with clients in the state.

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ADVISOR BIO

Alexander Glenn Yee is a registered representative with Principal Asset Management in Fairfield, CT. Alexander Yee has been in the securities industry since January 15, 2014. He has been registered with Principal Asset Management since November 21, 2022, and prior to that he was registered with FRANKLIN DISTRIBUTORS, LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Alexander Yee is a Series 6, 7, 63 and 66 licensed professional. He holds the SIE designation. He is a graduate of Fairfield University. Alexander Yee is active in the Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont financial markets.

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