Alexander
Pettee

Pettee Investors Inc

CRD#6573355
Investment Advisor
in Norwalk, CT

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About this Advisor

Alexander Pettee is a chartered financial analyst based out of Norwalk, Connecticut with a total of 5 years of industry experience. Pettee is currently employed by Pettee Investors Inc. Over the course of their career, they have held roles at Pettee Investors, Inc, Cbre, Inc, Full-Time Student and Hoya Capital Real Estate LLC. Pettee has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Connecticut. Pettee Investors Inc is an advisory firm that has its headquarters in Norwalk, CT. It administers $226 million in total assets across its 79 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 79 client accounts, 100% are held by high-net-worth investors who have more than $1 million in assets. Pettee Investors Inc provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on which services are provided. Fee types charged by Pettee Investors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

137 Rowayton Avenue Suite 430
Norwalk, CT 06853

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Pettee Investors Inc Brokerage Details

Total Assets Under Management

$225,864,979

CT Average: $5,297,377,271
Total Number of Employees

4

CT Average: 35
Total Number of Accounts

79

CT Average: 690
Average Account Size

$2,859,050

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alexander Pettee Work History

Alexander has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pettee Investors, Inc

2015 - Present (9 years)

Hoya Capital Real Estate LLC

2014 - 2015 (1 year)

Pettee Investors, Inc

2013 - 2013 (< 1 year)

Cbre, Inc

2005 - 2014 (9 years)

Full-Time Student

*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 Pettee 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 Pettee Investors Inc

Alexander Pettee
Norwalk, CT
Timothy Pettee
Norwalk, CT
Sheila Pettee
Norwalk, CT

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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