Alexander Berman (CRD# 5853930) is an Investment Advisor Representative working at Bais Enterprise in Sparkill, NY and has over 9 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 |
|---|---|---|---|
| St. John's University | Queens, NY | Sep 2020 - Current | 3 |
| Bais Enterprise LLC | Staten Island, NY | Aug 2014 - Current | 9 |
| Temple University | Philadelphia, PA | Aug 2015 - Aug 2020 | 5 |
| Boston University | Boston, MA | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- NY
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$500,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NY
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