Alexander Pasquale, financial advisor Syracuse NY
93 score

Alexander Pasquale

CRD Number: 3156155
Current Firm: Everest Consultants, LLC

Alexander Pasquale (CRD# 3156155) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 17 years of experience in the finance industry.

Similar Advisors
Kevin Visconti, financial advisor Syracuse NY
Kevin A. Visconti
CRD# 5229301
Cadaret Grant & Co Inc.
Similar Advisors
Thomas Baker, financial advisor Syracuse NY
Thomas F. Baker
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Similar Advisors
Richard Bergen, financial advisor Syracuse NY
Richard L. Bergen
CRD# 1286588
Cadaret Grant & Co Inc.
Company Name Location Dates Years
Independent Insurance Agent Syracuse, NY Apr 1999 - Current 17
Everest Consultants, LLC Syracuse, NY Jul 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Alexander S. Pasquale
Phone Number: 315-234-8131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Alexander Pasquale and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.