Aleksey Lerner
Aleksey Lerner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bay Harbor, FL, with 29 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
Firm Size
IM Fee
Assets Under Management
Location
Bay Harbor, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aleksey owns rental property since 2012 and is a 50% owner and non-working partner of NYC By Water, LLC, a charter boat business, since 2021. He dedicates minimal time to the charter boat business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Gaines, Berland INC.Broker
Duke & CO., INC.Broker
State Registrations12 states
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.