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Alexander Breslin

30 Years of Experience
Melville, NY
Broker

Alexander Breslin is a registered investment advisor at Ladenburg Thalmann Asset Management INC, based in Melville, NY, with 30 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,154 clients with $6.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
3,154 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Maximum asset-based fee for consulting services is 0.75% annually. Fees are subject to negotiation and vary across different sponsored programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

68 S Service Rd., Melville, NY, 11747

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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 Activities

Alexander is the Chairman/CEO of Skies the Limit, a real estate investment business, since 2004, which he works on during the weekends. He also operates under the DBA: The Breslin Group.

Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
August 2004 - Present · 22 yrs 2 mos
Ladenburg Thalmann & CO. INC.Broker
November 2002 - Present · 23 yrs 11 mos
Previous Registrations
Ladenburg Capital Management INC.Broker
August 1998 - November 2002 · 4 yrs 3 mos
First Asset Management, INC.Broker
February 1996 - August 1998 · 2 yrs 6 mos
State Registrations34 states
AZCACOCTDCFLGAIAIDILINKSLAMAMIMONCNDNENJNMNVNYOHOKORPASCTNTXVAVTWAWY
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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