Alexander Taub
Alexander Taub is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, NY, with 27 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
3 Coates Drive, Suite 5, Goshen, NY, 10924
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Alexander owns two support companies/DBAs, Zick Whitted Taub Group, Inc. and Zick Whitted Taub Investment Strategies, since 2010. He dedicates minimal time to these businesses, as they primarily serve as support for his role as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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