AA
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Alex Ayzenberg

33 Years of Experience
Garden City, NY
BrokerSells Insurance

Alex Ayzenberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Garden City, NY, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 Quentin Roosevelt Blvd, Suite 209, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is a partner in TenTen Associates, LLC, an LLC set up to pay for common office expenses of an RJFS branch, dedicating minimal time. Alex also owns Ayzenclan Capital Management, LLC, a support company for his RJFS business, and spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
January 2019 - March 2019 · 2 mos
Raymond James & Associates, INC.Broker
August 2008 - March 2019 · 10 yrs 7 mos
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.Broker
October 1995 - January 2008 · 12 yrs 3 mos
Shamus Capital Group, INC.Broker
August 1995 - August 1995 · 0 mos
Oppenheimer & CO., INC.Broker
June 1992 - August 1995 · 3 yrs 2 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAHIIDILINMAMDMIMTNCNHNJNVNYOHORPARISCSDTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alex Ayzenberg - Financial Advisor | TrueAdvisor