Alex
Lilles
Stewart & Patten Co LLC
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About this Advisor
Alex Lilles is a chartered financial analyst operating out of Lafayette, California with 9 years of industry experience. Lilles works at Stewart & Patten Co LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley and Stewart And Patten Co., LLC. Lilles has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Stewart & Patten Co LLC is a registered investment business that has its headquarters in Lafayette, CA. It handles $935 million in total assets among its 748 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advice to seven charitable organizations. Of its 748 client accounts, 71% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Stewart & Patten Co LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on which services are provided. However, fee types billed by Stewart & Patten Co LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewart & Patten Co LLC Brokerage Details
$935,437,295
5
748
$1,250,585
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alex Lilles Work History
Alex has been registered as a financial advisor for 9 years.*
Stewart And Patten Co., LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Lilles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stewart & Patten Co LLC
Lafayette, CA
Lafayette, CA
Lafayette, CA
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