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Alexander Fernberger

15 Years of Experience
Conshohocken, PA
Broker

Alexander Fernberger is a registered investment advisor at William Blair & Company L.L.C., based in Conshohocken, PA, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 West Elm Street, Suite 630, Conshohocken, PA, 19428

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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
William Blair
May 2024 - Present · 2 yrs 5 mos
William Blair & Company L.L.C.
May 2024 - Present · 2 yrs 5 mos
William BlairBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
February 2016 - May 2024 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2016 - May 2024 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - February 2016 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - February 2016 · 4 yrs 11 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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