Alexander Assaf
Alexander Assaf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 15 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
2700 156th Ave NE, Ste 100/225, Bellevue, WA, 98007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander works full-time as an associate/employee for Addison Avenue Investment Services, providing sales support to financial advisors. He also works full-time as a Director of the Investment Services team within First Tech Federal Credit Union/Addison Avenue Investments, coaching advisors and performing data analysis.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
James Alpha Advisors, LLC
Fdx Capital LLCBroker
Catalyst Mutuals Fund Distributors LLCBroker
Curian Clearing, LLCBroker
Curian Capital, LLC
New England Securities Corporation
New England SecuritiesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Morgan Stanley Smith BarneyBroker
State Registrations4 states
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