Alexandra HumphreyCRD Number: 6513572
Current Firm: Rockefeller Capital Management
Alexandra Humphrey (CRD# 6513572) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 2 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Rockefeller Financial LLC||Atlanta, GA||Aug 2021 - Current||< 1|
|Ubs Financial Services Inc.||Atlanta, GA||Jan 2018 - Aug 2021||3|
|Evestment||Atlanta, GA||May 2017 - Dec 2017||< 1|
|Morgan Stanley||Memphis, TN||May 2016 - Apr 2017||< 1|
|Rhodes College||Memphis, TN||Aug 2012 - May 2016||3|
|Marietta High School||Marietta, GA||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management14,864MILLIONS
Total Number of Accounts19,625ACCOUNTS
Average Account Value$757,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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