AS
CFP
AS
CFP

Alexander Smit

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,568 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$9.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

47 Reckless Place, Red Bank, NJ, 07701

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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
Pinnacle Associates, LTD.
April 2024 - Present · 1 yr 10 mos
Withum Wealth Management
July 2020 - Present · 5 yrs 7 mos
State Registrations2 states
CANJ
Advisor
Exams
No exam information available for this advisor.
Alexander Smit - Financial Advisor | TrueAdvisor