Eldridge
Bourque

Alexander Capital Wealth Management LLC

CRD#6342308
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eldridge Bourque is a financial advisor working out of New York, New York with 3 years of industry experience. Bourque is an employee of Alexander Capital Wealth Management LLC. The advisor has gained experience at Florida Power And Light Co, Edward Jones, International Assets Advisory LLC, International Assets Investment Management LLC and Alexander Capital Lp. Bourque holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida, Louisiana and Texas. Alexander Capital Wealth Management LLC is a business headquartered in New York, NY. It has offices in 13 locations and a total of 25 employees. It administers $79 million in assets between its 361 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 361 accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Alexander Capital Wealth Management LLC most likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

17 State Street 5Th Floor
New York, NY 10004

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$78,759,127

NY Average: $7,464,549,021
Total Number of Employees

25

NY Average: 88
Total Number of Accounts

361

NY Average: 3,892
Average Account Size

$218,169

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Eldridge Bourque Work History

Eldridge has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Alexander Capital Lp

2019 - Present (5 years)

International Assets Advisory LLC

2019 - Present (5 years)

International Assets Investment Management LLC

2014 - 2019 (5 years)

Edward Jones

2004 - 2014 (10 years)

Florida Power And Light Co

*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 Eldridge Bourque 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 Alexander Capital Wealth Management LLC

Dustin Bachtel
Glasgow, MO
Joseph Amato
New York, NY
Jeremy Presley
Atlanta, GA
Jesus Quezada
Alhambra, CA
John Slipek
Staten Island, NY
Edward Portelles
New York, NY
Paul Messina
New York, NY
Nick Filippo
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started