Amy Alba (CRD# 7327672) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penserra Securities | Red Bank, NJ | Sep 2020 - Current | 3 |
| Bank Of New York Mellon | Syracuse, NY | Jun 2019 - Sep 2020 | 1 |
| Cooper & Glimmerglass Fitness Centers In Suny Oswego | Oswego, NY | Aug 2016 - May 2019 | 2 |
| Suny Oswego | Oswego, NY | Aug 2015 - May 2019 | 3 |
| Oswego County Opportunities | Oswego, NY | Feb 2018 - May 2018 | < 1 |
| Express Factory Outlets | Brooklyn, NY | Jun 2017 - Aug 2017 | < 1 |
| Lucky Strike | New York, NY | Jan 2016 - Jul 2016 | < 1 |
| The High School For Enterprise, Business & Technology | Brooklyn, NY | Sep 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CA
- NY
-
Total Assets Under Management6,706MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$171,948,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.