Alex
Kozlowski
Pallas Capital Advisors, LLC
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About this Advisor
Alex Kozlowski is a financial advisor based in Braintree, Massachusetts, working with Pallas Capital Advisors, LLC. Alex has previously held positions at RBC Capital Markets, LLC, Putnam Investments, Alpha Pension Group, University of Maine, and Pallas Capital Advisors, LLC. Alex has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Alex is part of Pallas Capital Advisors, LLC, which operates out of Braintree, Massachusetts. The firm has 6 offices and 30 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pallas Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$2,965,232,525
30
3,566
$831,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alex Kozlowski Work History
Pallas Capital Advisors, LLC
Rbc Capital Markets, LLC
Alpha Pension Group
Putnam Investments
University Of Maine
Disclosures
Please visit the SEC profile of Alex Kozlowski 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 Pallas Capital Advisors, LLC
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Newport, RI
Braintree, MA
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