Alexander
Pantalone

Vigilant Wealth Management

CRD#6999487
Investment Advisor
in Portland, ME

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About this Advisor

Alexander Pantalone is a certified financial planner operating in Portland, Maine who has 2 years of industry experience. Pantalone is an advisor for Vigilant Wealth Management. Over the course of their career, they have held roles at Body And Paint Center, University Of Southern Maine, Mba Painting, Portland Integritas Advisors, LLC and Vigilant Capital Management, LLC. Pantalone holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Maine and New Hampshire. Vigilant Wealth Management is a financial advisory firm based in Portland, ME. The firm has a total of 29 advisors. It handles $2 billion in assets under management between its 1,753 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 1,753 accounts, 83% are held by high-net-worth investors who have at least $1 million in assets available to invest. Vigilant Wealth Management provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the type of services offered. However, fees billed by Vigilant Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

One Monument Square Suite 601
Portland, ME 04101

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Vigilant Wealth Management Brokerage Details

Total Assets Under Management

$2,200,862,557

ME Average: $618,328,769
Total Number of Employees

29

ME Average: 10
Total Number of Accounts

1,753

ME Average: 975
Average Account Size

$1,255,483

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alexander Pantalone Work History

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

2021 - Present (3 years)

Vigilant Capital Management, LLC

2020 - 2021 (1 year)

Portland Integritas Advisors, LLC

2018 - 2019 (1 year)

Portland Integritas Advisors, LLC

2017 - 2018 (1 year)

Portland Integritas Advisors, LLC

2017 - 2017 (< 1 year)

Mba Painting

2017 - 2018 (1 year)

University Of Southern Maine

2016 - 2016 (< 1 year)

Mba Painting

2016 - 2017 (1 year)

University Of Southern Maine

2015 - 2015 (< 1 year)

Mba Painting

2015 - 2016 (1 year)

University Of Southern Maine

2014 - 2015 (1 year)

University Of Southern Maine

2012 - 2014 (2 years)

Body And Paint Center

*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 Pantalone 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 Vigilant Wealth Management

Amelia Milonas
Portland, ME
Hope Martin
Portsmouth, NH
William Clifford
Portsmouth, NH
Alexander Pantalone
Portland, ME
Stephanie Dunbar
Portsmouth, NH
Colin Kelley
Portsmouth, NH
Christopher Penfield
Portland, ME
John Evans
Portsmouth, NH

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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