Alex Wisnewski, financial advisor San Francisco CA
90 score

Alex Wisnewski

CRD Number: 5958174
Current Firm: Iconiq Capital

Alex Wisnewski (CRD# 5958174) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Iconiq Capital, LLC San Francisco, CA Apr 2016 - Current < 1
The Ayco Company, L.p./mercer Allied San Francisco, CA Jun 2013 - Apr 2016 2
The Ayco Company L.p./goldman Sachs Latham, NY Jun 2010 - Jun 2013 3
University At Albany Albany, NY Aug 2007 - May 2011 3
Max Mara Central Valley, NY Dec 2009 - Jan 2010 < 1
Stryker Mahwah, NJ May 2008 - Aug 2009 1
Monroe Woodbury High School Central Valley, NY Jun 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Alex P. Wisnewski
Phone Number: 415-967-7763
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,704
    MILLIONS
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $15,381,308
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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