Alec Anderson (CRD# 6546145) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 6 years 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 |
|---|---|---|---|
| Iconiq Capital | New York City, NY | Jul 2017 - Current | 6 |
| Jp Morgan | Denver, CO | Jun 2016 - Aug 2017 | 1 |
| Byu Business Career Center | Provo, UT | Oct 2016 - Jul 2017 | < 1 |
| Brigham Young University - Full-time Student | Provo, UT | Aug 2011 - Apr 2017 | 5 |
| Northwestern Mutual | Provo, UT | Jul 2015 - Jun 2016 | < 1 |
| Church Of Jesus Christ Of Latter-day Saints | Eugene, OR | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- 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)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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