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CFP
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CFP

Alexander Panas

34 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Panas is a CFP-designated registered investment advisor, based in New York, NY, with 34 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold.

Location

475 Park Avenue, Suite 2100, New York, NY, 10016

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History

Regulatory History (1)
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Regulatory
May 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is a partner/member/financial planner at Synthesis Wealth Planning, LLC, an investment advisory representative at Kestra Advisory Services, LLC, and a producer at NFP/PartnersFinancial. He also instructs seminars and serves as a board member for Morris Rugby Corporation, dedicating a significant amount of time to these activities.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Kestra Advisory Services, LLC
July 2019 - Present · 7 yrs 3 mos
Kestra Investment Services, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Kestra Advisory Services, LLC
January 2018 - June 2019 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
January 2018 - June 2019 · 1 yr 5 mos
Summit Financial Resources INC
December 2005 - February 2018 · 12 yrs 2 mos
Summit Equities INC
July 2005 - February 2018 · 12 yrs 7 mos
Summit Equities, INC.Broker
July 2005 - February 2018 · 12 yrs 7 mos
Stonebridge Capital Management
August 2003 - October 2005 · 2 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - July 2005 · 7 yrs 6 mos
Guardian Investor Services CorporationBroker
July 1996 - January 1998 · 1 yr 6 mos
Cadaret, Grant & CO., INC.Broker
April 1995 - December 1996 · 1 yr 8 mos
Financial Network Investment CorporationBroker
August 1993 - April 1995 · 1 yr 8 mos
Cadaret, Grant & CO., INC.Broker
July 1992 - August 1993 · 1 yr 1 mo
State Registrations26 states
ARAZCACOCTDCDEFLGAHIINMAMDMEMINCNJNVNYOHPASCTXVAVTWI
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.
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