Alex Goldstein (CRD# 6944442) is an Investment Advisor Representative working at Chesapeake Asset Management LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chesapeake Asset Management LLC | New York, NY | Jun 2023 - Current | < 1 |
| Bank Of America, N.a. | New York, NY | Feb 2020 - May 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jan 2020 - May 2023 | 3 |
| Ubs Financial Services Inc. | New York, NY | Jul 2018 - Nov 2019 | 1 |
| Morgan Stanley | Boca Raton, FL | Feb 2018 - Jul 2018 | < 1 |
| Adp | West Palm Beach, FL | Jan 2018 - Feb 2018 | < 1 |
| Florida House Of Representatives | Tallahassee, FL | Aug 2015 - Dec 2017 | 2 |
| Florida State University | Tallahassee, FL | May 2014 - Dec 2017 | 3 |
| Spanish River High School | Boca Raton, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- FL
- NJ
- NY
-
Total Assets Under Management658MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$4,245,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, FL, ID, MA, MD, NC, NJ, NY, PA, TX, VA
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