Alexander
Tabb

Wintrust Investments LLC

CRD#5599243
Investment Advisor
in Chicago, IL

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About this Advisor

Alexander Tabb is a financial advisor based in Chicago, Illinois, working with Wintrust Investments LLC. Alexander has previously held positions at Pnc Investments, Jpmorgan Securities LLC, Jpmorgan Chase Bank, N.A, and Jp Morgan Securities LLC. Alexander has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Alexander is part of Wintrust Investments LLC, which operates out of Chicago, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

231 South Lasalle Street 13Th Floor
Chicago, IL 60604

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Wintrust Investments LLC Brokerage Details

Total Assets Under Management

$14,417,827,726

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

178

IL Average: 44
Total Number of Accounts

10,969

IL Average: 2,564
Average Account Size

$1,314,416

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alexander Tabb Work History

2017 - Present (7 years)

Jpmorgan Chase Bank, N.A

2017 - Present (7 years)

Jp Morgan Securities LLC

2015 - 2017 (2 years)

Jpmorgan Securities LLC

2014 - 2015 (1 year)

Pnc Investments

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Disclosures

Please visit the SEC profile of Alexander Tabb 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 Wintrust Investments

Joseph Sciaccotta
Chicago, IL
Tracy Miller
Lake Forest, IL
Joseph Murphy
Chicago, IL
Matthew Moran
Chicago, IL
Christine Barray
Chicago, IL
Jesse Stabile
Chicago, IL
John Notaro
Chicago, IL
Nick Stavropoulos
Hoffman Estates, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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