Alan Scalingi, financial advisor Manchester NH
93 score

Alan Scalingi

CRD Number: 1200571
Current Firm: Steward Partners Investment Advisory, LLC

Alan Scalingi (CRD# 1200571) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Manchester, NH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Advisory, LLC Manchester, NH Jun 2016 - Current < 1
Raymond James Financial Services Inc. Manchester, NH Jun 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jun 2015 - Jun 2016 1
Morgan Stanley Smith Barney Manchester, NH Jun 2009 - Jun 2016 7
Morgan Stanley & Company, Incorporated Manchester, NH Apr 2007 - Jun 2016 9
Dean Witter Reynolds Inc. Manchester, NH Dec 1990 - Apr 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Alan J. Scalingi
Phone Number: 212-867-5559
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,208
    MILLIONS
  • Total Number of Accounts
    3,313
    ACCOUNTS
  • Average Account Value
    $364,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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