Alec Chevreux (CRD# 7684859) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chappaqua, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Chappaqua, NY | Jan 2023 - Current | 1 |
Cafe Du Soleil | New York, NY | May 2022 - Dec 2022 | < 1 |
Voila Caterers | New York, NY | May 2019 - Aug 2022 | 3 |
Concordia University | Montreal, | Sep 2017 - May 2022 | 4 |
Harvest On Hudson | Hastings, NY | May 2018 - Aug 2021 | 3 |
3 Westerly Bar And Grill | Ossining, NY | Apr 2017 - Sep 2017 | < 1 |
Irvington High School | Irvington, NY | Sep 2013 - Jun 2017 | 3 |
La Marina | New York, NY | May 2016 - Aug 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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