Alan
Panzer
Emerge Capital Management
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About this Advisor
Alan Panzer is a financial advisor operating out of Buffalo, New York with 1 year of industry experience. Panzer is currently employed by Emerge Capital Management. Throughout their career, Panzer has worked at Emerge Capital Management, Alps Distributors, Inc, Oppenheimerfunds Distributor, Inc and Allianz Global Investors Distributors LLC. Panzer has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Emerge Capital Management is a financial advisory firm operating out of Buffalo, NY. It oversees $368 million in assets under management among its 3,305 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,305 client accounts, 96% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, such as portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Emerge Capital Management most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerge Capital Management Brokerage Details
$368,045,688
8
3,305
$111,360
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Alan Panzer Work History
Alan has been registered as a financial advisor for 1 years.*
Emerge Capital Management
Alps Distributors, Inc
Allianz Global Investors Distributors LLC
Oppenheimerfunds Distributor, Inc
*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 Alan Panzer 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 Emerge Capital Management
Buffalo, NY
Centennial, CO
Buffalo, NY
Buffalo, NY
Chicago, IL
Wilder, KY
Buffalo, NY
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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