Alexandra
Choinski
Polen Capital Management, LLC
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About this Advisor
Alexandra Choinski is a financial advisor operating out of Boca Raton, Florida with 2 years of relevant experience. Choinski is currently employed by Polen Capital Management, LLC. Choinski has gained experience at University Of Tampa, Raymond James Financial, Legg Mason, Polen Capital Management, LLC and Foreside Funds Distributors LLC. Choinski maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Polen Capital Management, LLC is a registered investment company operating out of Boca Raton, FL. The investment advisory business has a total of 153 advisors. It controls $36 billion in assets under management across its 3,515 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 98 charitable organizations. Of its 3,515 customer accounts, 82% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice usually depend on which service is offered. However, fee types charged by Polen Capital Management, LLC can be comprised of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Alexandra Choinski Work History
Alexandra has been registered as a financial advisor for 2 years.*
Polen Capital Management, LLC
Foreside Funds Distributors LLC
Raymond James Financial
Raymond James Financial
Legg Mason
University Of Tampa
*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 Alexandra Choinski 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 Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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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