Alpha Dynamics LLC

Alpha Dynamics LLC (CRD# 157382) is a financial advisory firm headquartered in Waltham, MA. They manage $23,200,000 in 114 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $203,509
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX, UT

Financial Advisors at Alpha Dynamics LLC
Showing 1 - 6 of 6 top financial advisors.
1
Dimitris N. Bertsimas
CRD#: 4592346
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
93
Wealthminder
score

Dimitris Bertsimas (CRD# 4592346) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 13 years of experience in the finance industry.

2
Stavros E. Kokkotos
CRD#: 4591646
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
93
Wealthminder
score

Stavros Kokkotos (CRD# 4591646) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 10 years of experience in the finance industry.

3
Christopher M. Moran
CRD#: 3003405
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
93
Wealthminder
score

Christopher Moran (CRD# 3003405) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 13 years of experience in the finance industry.

4
Georgia N. Mourtzinou
CRD#: 4646984
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
93
Wealthminder
score

Georgia Mourtzinou (CRD# 4646984) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 13 years of experience in the finance industry.

5
Adrian B. Becker
CRD#: 5544336
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
90
Wealthminder
score

Adrian Becker (CRD# 5544336) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 4 years of experience in the finance industry.

6
Alexander M. Sauer-Budge
CRD#: 4689046
465 Waverley Oaks Rd, Suite 315, Waltham, MA 02452
90
Wealthminder
score

Alexander Sauer-Budge (CRD# 4689046) is an Investment Advisor Representative working at Alpha Dynamics LLC in Waltham, MA and has over 5 years of experience in the finance industry.

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