Alexander Stewart Martland

Vestmark Advisory Solutions, INC.

3 Years of Experience

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Areas of Practice

Investment Management

Vestmark Advisory Solutions, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

32,047 clients

Average Client Portfolio

$313K average

Assets Under Management

$10.0B

Fee Structure

Financial Planning:Investment management only

Location

Hingham, MA

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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.

Employment History

Current Registrations

Vestmark Advisory Solutions, INC.

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Crestwood Advisors

May 2019 - November 2020 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.