Alberto
Favalli Ragusini

Fiera Capital Inc

CRD#7158126
Investment Advisor
in New York, NY

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About this Advisor

Alberto Favalli Ragusini is a financial advisor working in New York, New York with 1 year of industry experience. Favalli Ragusini is on the advisory team at Fiera Capital Inc. During their career, Favalli Ragusini has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, C-Quadrat Asset Management Uk, Bocconi University, Bank Of America, N.A, Fiera Capital Inc and Foreside Fund Services, LLC. Favalli Ragusini holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in New York. Fiera Capital Inc is a financial advisory business operating out of New York, NY. It has offices in two locations and a total of 111 people on staff. It handles $22 billion in total assets between its 5,073 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 149 charities and foundations. Of its 5,073 customer accounts, 68% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fiera Capital Inc has a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on the financial services offered. Fee types charged by Fiera Capital Inc most likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

375 Park Avenue 8Th Floor
New York, NY 10152

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Fiera Capital Inc Brokerage Details

Total Assets Under Management

$21,649,095,344

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

111

NY Average: 88
Total Number of Accounts

5,073

NY Average: 3,892
Average Account Size

$4,267,513

NY Average: $1,917,921

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

Alberto Favalli Ragusini Work History

Alberto has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fiera Capital Inc

2022 - Present (2 years)

Foreside Fund Services, LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2013 - 2019 (6 years)

C-Quadrat Asset Management Uk

2011 - 2014 (3 years)

Bocconi 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 Alberto Favalli Ragusini 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 Fiera Capital Inc

Monte Dop
Boston, MA
Delal Ali
Berkley, CA
Michael Maguire
Boston, MA
Eric Stroiman
New York, NY
Philip Bickel
New York, NY
Josefa Palma
New York, NY
Karen Fernandes
Boston, MA

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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