Alexander Zourides
Alexander Zourides is a CFP, ChFC-designated registered investment advisor at Esi Financial Advisors, based in Hauppauge, NY, with 26 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 Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is the president of Alex Zourides CFP Inc., where he does tax preparation for individuals and small business owners, spending about a quarter of his time. He is also an independent insurance agent and sells fixed insurance products through various carriers, including life, health, disability, and LTC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Vanderbilt Securities, LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
MML Investors Services, INC.Broker
Lenox Advisors, INC.
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations11 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.
Exams
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