Alison Motroni, financial advisor New York NY

Alison Motroni

CRD 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.

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Origin Financial
Company Name Location Dates Years
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
Contact Info for Alison E. Motroni
Phone Number: 805-243-8055
Firm Website: https://alignimpact.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $6,616,102
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, NC, NY, TX

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