Cy
Aleman

Amundi Pioneer Institutional Asset Management, Inc

CRD#4569543
Investment Advisor
in Boston, MA
Are you Cy Aleman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cy Aleman is a certified financial planner in Boston, Massachusetts. Currently an advisor at Amundi Pioneer Institutional Asset Management, Inc, Aleman has 12 years of professional experience. Aleman holds Series 63 and Series 66 licenses, designating them as a securities representative. Aleman is able to work with customers based out of Massachusetts. Over the course of their career, they have held roles at Directed Services, Inc, Wbi Investments, Quasar Distributors, LLC and Pioneer Investment Management Usa Inc. Amundi Pioneer Institutional Asset Management, Inc is headquartered in Boston, Massachusetts. As an advisory firm, Amundi Pioneer Institutional Asset Management, Inc manages $19 billion in assets throughout 115 client accounts and employs more than 267 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 109 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 115 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Amundi Pioneer Institutional Asset Management, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

60 State Street
Boston, MA 02109-1820

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Amundi Pioneer Institutional Asset Management, Inc Brokerage Details

Total Assets Under Management

$17,448,299,313

MA Average: $16,012,751,954
Total Number of Employees

284

MA Average: 118
Total Number of Accounts

113

MA Average: 4,567
Average Account Size

$154,409,728

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Publication of periodicals or newsletters

Cy Aleman Work History

Cy has 12 years of experience.

2012 - Present (7 years)

Pioneer Investment Management Usa Inc

2011 - 2012 (1 year)

Wbi Investments

2011 - 2012 (1 year)

Quasar Distributors, LLC

2006 - 2010 (4 years)

Directed Services, Inc

Disclosures

Cy Aleman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started