Alex Dealmeida, financial advisor Parsippany NJ
89 score

Alex Dealmeida

CRD Number: 6240065
Current Firm: The Ayco Company,l.p.

Alex Dealmeida (CRD# 6240065) is an Investment Advisor Representative working at The Ayco Company,l.p. in Parsippany, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Parsippany, NJ Feb 2013 - Current 3
Frankie's Bar & Grill Point Pleasant Beach, NJ Jul 2012 - Current 4
Boardwalk Bar & Grill Point Pleasant Beach, NJ May 2010 - Jun 2012 2
Consolidated Construction Management Services Inc. Wall, NJ Sep 2011 - Mar 2012 < 1
Quinnipiac University School Of Business Hamden, CT Aug 2010 - May 2011 < 1
Quinnipiac University Hamden, CT Aug 2006 - May 2011 4
Ee Cruz And Company Holmdel, NJ Jun 2009 - Aug 2009 < 1
Point Pleasant Beach & Surf Club Point Pleasant Beach, NJ Jun 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Alex M. Dealmeida
Phone Number: 518-886-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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