Alexander
Crevi

Segall Bryant & Hamill

CRD#5017950
Investment Advisor
in Naples, FL

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About this Advisor

Alexander Crevi is a financial advisor based out of Naples, Florida with a total of 2 years of relevant experience. Crevi is on the advisory team at Segall Bryant & Hamill. During their career, the advisor has held roles at Rothschild Investment Corp, Segall Bryant & Hamill and Ci Segall Bryant & Hamill Private Wealth. Crevi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Illinois. Segall Bryant & Hamill is a registered investment company headquartered in Chicago, IL. It has offices in four locations and a total of 124 financial advisors. It administers $15 billion in assets under management between its 993 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 58 charitable organizations. Of its 993 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. Fees billed by Segall Bryant & Hamill may include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1415 Panther Lane Suite 142
Naples, FL 34109

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Segall Bryant & Hamill Brokerage Details

Total Assets Under Management

$15,434,620,764

FL Average: $6,674,516,078
Total Number of Employees

124

FL Average: 44
Total Number of Accounts

993

FL Average: 2,564
Average Account Size

$15,543,425

FL Average: $2,603,165

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
  • Selection of other advisers

Alexander Crevi Work History

Alexander has been registered as a financial advisor for 2 years.*

2023 - Present (1 year)

Ci Segall Bryant & Hamill Private Wealth

2021 - Present (3 years)

Segall Bryant & Hamill

2006 - 2021 (15 years)

Rothschild Investment Corp

*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 Crevi 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 Segall Bryant & Hamill

Timothy Rich
Denver, CO
Chad Mcdonnell
Denver, CO
Thomas Mcgrath
Chicago, IL
Merle Trees
Chicago, IL
Keith Minogue
Chicago, IL
Alexander Crevi
Naples, FL
Scott Newhall
Chicago, IL
John Lafferty
Chicago, IL

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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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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