Alexander
Smit

Pinnacle Associates, LTD

CRD#7264831
Investment Advisor
in Red Bank, NJ

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About this Advisor

Alexander Smit is a financial advisor based in Red Bank, New Jersey, working with Pinnacle Associates, LTD. Alexander has previously held positions at Withum Wealth Management, Bdo, Usa, Clemson University, Withum Smith + Brown, Pinnacle Associates, and Pinnacle Associates, LTD. Alexander is registered to provide services in California. Currently, Alexander is part of Pinnacle Associates, LTD, which operates out of Red Bank, New Jersey. The firm has 9 offices and 64 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pinnacle Associates, LTD includes asset-based and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

47 Reckless Place
Red Bank, NJ 07701

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Pinnacle Associates, LTD Brokerage Details

Total Assets Under Management

$8,135,641,729

NJ Average: $7,464,549,021
Total Number of Employees

64

NJ Average: 88
Total Number of Accounts

6,144

NJ Average: 3,892
Average Account Size

$1,324,160

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Alexander Smit Work History

2024 - Present (1 year)

Pinnacle Associates, LTD

2018 - Present (7 years)

Withum Wealth Management

2019 - 2023 (4 years)

Pinnacle Associates, LTD

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

2011 - 2016 (5 years)

Clemson University

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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 Pinnacle Associates, LTD

Reginald Pickral
New York, NY
Richard Rosen
New York, NY
Ann Schnorrenberg
New York, NY
Ryan Byrne
New York, NY
Max Schaul
New York, NY
Austin Hagaman
Red Bank, NJ
Mark Lucci
Irvine, CA
Alexander Smit
Red Bank, NJ

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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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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