Alexander KnappCRD Number: 6074535
Current Firm: Aviva Investors Americas
Alexander Knapp (CRD# 6074535) is an Investment Advisor Representative working at Aviva Investors Americas in New York, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Aviva Investors Americas LLC||New York, NY||Aug 2016 - Current||1|
|Ballentine Partners LLC||Waltham, MA||Jun 2012 - Aug 2016||4|
|Sovereign Bank||Boston, MA||Jun 2011 - May 2012||< 1|
|Student||Waltham, MA||Jan 2011 - Jun 2011||< 1|
|Mfs Investment Mgmt||Boston, MA||Jul 2010 - Jan 2011||< 1|
|Bedford Lending Corp.||Bedford, NH||May 2007 - Jul 2010||3|
|Met Life||Waltham, MA||Sep 2008 - Mar 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management10,375MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$288,185,224
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
IL, MI, MO, NY
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