AS
AS

Alexander Singerman

15 Years of Experience
Hillsboro, VA
Broker

Alexander Singerman is a registered investment advisor at First Trust Advisors LP, based in Hillsboro, VA, with 15 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 Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 5,731 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
604 advisors
Number of Clients
5,731 clients
Average Client Portfolio
$54.0M average
Assets Under Management
$309.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.

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

Hillsboro, VA

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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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Employment History
Current Registrations
First Trust Advisors LP
June 2014 - Present · 12 yrs 4 mos
First Trust Portfolios L.P.
February 2014 - Present · 12 yrs 8 mos
First Trust Portfolios L.P.Broker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
August 2011 - February 2014 · 2 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
May 2011 - June 2011 · 1 mo
State Registrations4 states
ILMDVAWV
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.