Alison MotroniCRD Number: 7268242
Current Firm: Align Impact, LLC
Alison Motroni (CRD# 7268242) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Align Impact||Santa Monica, CA||May 2019 - Current||3|
|Stryker||Santa Monica, CA||Jun 2015 - Mar 2019||3|
|Eli Lilly||Indianapolis, IN||May 2013 - May 2015||2|
|Aspen Heights||Clemson, SC||Aug 2012 - Jul 2013||< 1|
|Clemson University||Clemson, SC||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management205MILLIONS
Total Number of Accounts31ACCOUNTS
Average Account Value$6,616,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Educational seminars/workshops
CA, CO, NC, NY, TX
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