Alexander
Ray
Evoke Advisors
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About this Advisor
Alexander Ray is a financial advisor who works out of Los Angeles, California who has 1 year of relevant experience. Ray is currently employed by Evoke Advisors. Throughout their career, Ray has worked at Leatherbys Family Creamery, Village Market, Chipotle, Bloomingdales, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Live Fit Gym, Morgan Stanley, Morgan Stanley Private Bank, N.A, Goldman Sachs & Co and Evoke Advisors. Ray holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in California. Evoke Advisors is an advisory business operating out of Los Angeles, CA. The company has offices in two locations and a total of 46 financial advisors. It manages $10 billion in assets under management among its 8,511 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 8,511 accounts, 88% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Evoke Advisors most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexander Ray Work History
Alexander has been registered as a financial advisor for 1 years.*
Evoke Advisors
Goldman Sachs & Co
Morgan Stanley
Morgan Stanley Private Bank, N.A
Live Fit Gym
Jp Morgan Chase Bank, N.A
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Bloomingdales
Chipotle
Village Market
Leatherbys Family Creamery
*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 Alexander Ray 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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