Alexandria
Wachtel

Hartford Funds

CRD#6743821
Investment Advisor
in New Orleans, LA

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About this Advisor

Alexandria Wachtel is a financial advisor based in New Orleans, Louisiana, working with Hartford Funds. Alexandria has previously held positions at Hartford Funds Management Company, LLC, Ocean Optics, Inhealth Media, Florida Gulf Coast University, Kelly Chase Couture, Adamhelp, and Hartford Funds Distributors, LLC. Alexandria has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Pennsylvania. Currently, Alexandria is part of Hartford Funds, which operates out of New Orleans, Louisiana. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

New Orleans, LA

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

LA Average: $15,833,994,310
Total Number of Employees

384

LA Average: 41
Total Number of Accounts

77

LA Average: 3,342
Average Account Size

$1,673,179,390

LA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Alexandria Wachtel Work History

2016 - Present (8 years)

Hartford Funds Management Company, LLC

2016 - Present (8 years)

Hartford Funds Distributors, LLC

2015 - 2016 (1 year)

Ocean Optics

2014 - 2014 (< 1 year)

Inhealth Media

2014 - 2014 (< 1 year)

Kelly Chase Couture

2014 - 2014 (< 1 year)

Adamhelp

2010 - 2014 (4 years)

Florida Gulf Coast University

Disclosures

Please visit the SEC profile of Alexandria Wachtel 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 Hartford Funds

Clinton Jones
Wayne, PA
Curtis Hopp
Wayne, PA
Cindy Luan
Wayne, PA
Lori Murphy
Westfield, NJ
Colleen Lynch
Wayne, PA
Richard Kuehn
Edmonds, WA
Michael Fedak
Wayne, PA
Daniel Miller
Wayne, PA

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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