Alexander
Smit

Withum Wealth Management

CRD#7264831
Investment Advisor
in Red Bank, NJ

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About this Advisor

Alexander Smit is a certified financial planner working in Red Bank, New Jersey with a total of 3 years of relevant experience. Smit is currently employed by Withum Wealth Management. Over the course of their career, they have held roles at Withum Wealth Management, Bdo, Usa, Clemson University, Withum Smith + Brown and Pinnacle Associates. Smit is able to serve investors in California and New Jersey. Withum Wealth Management is a financial advisory firm based in Red Bank, NJ. The firm has offices in seven locations and a total of 13 people on staff. It has $1 billion in total assets among its 1,367 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,367 client accounts, 89% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Withum Wealth Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

47 Reckless Place
Red Bank, NJ 07701

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Withum Wealth Management Brokerage Details

Total Assets Under Management

$1,331,507,854

NJ Average: $10,121,009,343
Total Number of Employees

13

NJ Average: 92
Total Number of Accounts

1,367

NJ Average: 6,978
Average Account Size

$974,036

NJ Average: $1,450,417

Investment Advisory Services

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

Alexander Smit Work History

Alexander has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Withum Wealth Management

2016 - 2018 (2 years)

Bdo, Usa

2015 - 2015 (< 1 year)

Bdo, Usa

2015 - 2015 (< 1 year)

Pinnacle Associates

2014 - 2015 (1 year)

Withum Smith + Brown

2014 - 2014 (< 1 year)

Pinnacle Associates

2013 - 2013 (< 1 year)

Pinnacle Associates

2011 - 2016 (5 years)

Clemson University

*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 Smit 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 Withum Wealth Management

Ann Schnorrenberg
Bethesda, MD
Adam Armstrong
Natick, MA
Alexander Smit
Red Bank, NJ
Mark Lucci
Red Bank, NJ
Elena Ladygina
Red Bank, NJ
Guy Gallo
Red Bank, NJ

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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