Thomas Paolozzi is a registered investment advisor at Alexander Capital Advisors, LLC, based in New Canaan, CT, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
125 Elm Street, New Canaan, CT, 06840
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Alexander Capital Advisors, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
UBS Painewebber INC.
State Registrations1 state
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