Alex
Goldstein
Chesapeake Asset Management LLC
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About this Advisor
Alex Goldstein is a financial advisor based in Boca Raton, Florida, working with Chesapeake Asset Management LLC. Alex has previously held positions at UBS Financial Services Inc, Morgan Stanley, ADP, Florida State University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, N.A, Florida House of Representatives, and Chesapeake Asset Management LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Florida, New Jersey, and New York. Currently, Alex is part of Chesapeake Asset Management LLC, which operates out of Boca Raton, Florida. The firm has 1 office and 7 employees. The firm manages assets totaling $658.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Chesapeake Asset Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Chesapeake Asset Management LLC Brokerage Details
$658,023,341
7
155
$4,245,312
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alex Goldstein Work History
Chesapeake Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ubs Financial Services Inc
Morgan Stanley
Adp
Florida House Of Representatives
Florida State University
Disclosures
Please visit the SEC profile of Alex Goldstein 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 Chesapeake Asset Management LLC
Boca Raton, FL
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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