Alexander
Angst

Newedge Advisors

CRD#6309508
Investment Advisor
in Meriden, CT

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About this Advisor

Alexander Angst is a financial advisor based in Meriden, Connecticut, working with Newedge Advisors. Alexander has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Jb Capital, LLC, Silver Oak Securities Inc, Financial Retirement Solutions, LLC (Dba "Johnson Brunetti"), Jn Financial, and Newedge Advisors, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Florida. Currently, Alexander is part of Newedge Advisors, which operates out of Meriden, Connecticut. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Meriden, CT

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

CT Average: $486,181,852
Total Number of Employees

570

CT Average: 13
Total Number of Accounts

62,249

CT Average: 722
Average Account Size

$296,108

CT Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Angst Work History

2024 - Present (0 year)

Newedge Advisors, LLC

2018 - Present (6 years)

Jn Financial

2015 - Present (9 years)

Jb Capital, LLC

2015 - 2017 (2 years)

Silver Oak Securities Inc

2015 - 2017 (2 years)

Financial Retirement Solutions, LLC (Dba "Johnson Brunetti")

2014 - 2015 (1 year)

Mml Investors Services

2013 - 2015 (2 years)

Mass Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Alexander Angst 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 Newedge Advisors

George Sins
New Orleans, LA
Michael Allison
Saint Simons Island, GA
Anthony Baruffi
Bellevue, WA
Crystal Groover
New Orleans, LA
Lauren Williams
Rancho Cordova, CA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Gerald Goss
New Orleans, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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