AV
AV

Alexander Wolcott Vandenberg

29 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
138 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$325.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789

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History

Regulatory History (1)
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Customer Dispute
September 2007
Settled
Other Business Activities

Alexander is involved in real estate sales, dedicating minimal time to this activity. He is also a partner in Financial Advisory Partners LLC, representing their financial advisory practice and dedicating full-time hours to this role.

Employment History
Current Registrations
Financial Advisory Partners, LLC
January 2021 - Present · 5 yrs 1 mo
Nbc Securities, INC.Broker
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Nbc Securities, INC.
June 2006 - August 2021 · 15 yrs 2 mos
Fifth Third Securities, INC.Broker
February 2005 - March 2006 · 1 yr 1 mo
Invest Financial CorporationBroker
June 2004 - February 2005 · 8 mos
Janney Montgomery Scott LLCBroker
May 1999 - July 2004 · 5 yrs 2 mos
Nationsbanc Investments, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
Barnett Investments, INC.Broker
March 1996 - April 1998 · 2 yrs 1 mo
State Registrations9 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.