Alyse Uzarski is a registered investment advisor at Kreitler Financial LLC, based in New Haven, CT, with 15 years of industry experience. Alyse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 173 clients with $580M 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 $1.3M | 1.25% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on account size, portfolio composition, and servicing needs.
Fee Estimator
Location
265 Church Street, Suite 501, New Haven, CT, 06510
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business Activities
Alyse is the Board of Directors Secretary for Petruzzello Transport, Inc., a family-owned trucking company, since 2017. She dedicates minimal time to this role.
Employment History
Current Registrations
Kreitler Financial LLC
Previous Registrations
Commonfund Securities, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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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