Alec
Mckenna

Masterworks Advisers, LLC

CRD#6709966
Investment Advisor
in New York, NY

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About this Advisor

Alec Mckenna is a financial advisor based in New York, New York, working with Masterworks Advisers, LLC. Alec has previously held positions at Templum Markets LLC, Gables Capital Management, Inc, Raptor Group, Northeastern University, State Street, Sddco Brokerage Advisors LLC, Masterworks Investor Services, LLC, Arete Wealth Advisors, LLC, Independent Brokerage Solutions LLC, Arete Wealth Management, Arete Wealth Advisors, and Masterworks Advisers, LLC. Alec has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Alec is part of Masterworks Advisers, LLC, which operates out of New York, New York. The firm has 40 employees and manages assets totaling $37.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Masterworks Advisers, LLC includes fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Fixed Fees

Office Location

225 Liberty Street 29Th Floor
New York, NY 10281

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Masterworks Advisers, LLC Brokerage Details

Total Assets Under Management

$37,198,850

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

40

NY Average: 88
Total Number of Accounts

438

NY Average: 3,892
Average Account Size

$84,929

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Alec Mckenna Work History

2023 - Present (1 year)

Masterworks Advisers, LLC

2023 - 2023 (< 1 year)

Arete Wealth Management

2023 - 2023 (< 1 year)

Arete Wealth Advisors

2022 - 2022 (< 1 year)

Arete Wealth Advisors, LLC

2022 - 2022 (< 1 year)

Independent Brokerage Solutions LLC

2020 - 2022 (2 years)

Sddco Brokerage Advisors LLC

2020 - 2023 (3 years)

Masterworks Investor Services, LLC

2016 - 2020 (4 years)

Templum Markets LLC

2016 - 2016 (< 1 year)

Gables Capital Management, Inc

2016 - 2016 (< 1 year)

Northeastern University

2015 - 2016 (1 year)

Raptor Group

2015 - 2015 (< 1 year)

Gables Capital Management, Inc

2015 - 2015 (< 1 year)

Northeastern University

2014 - 2014 (< 1 year)

State Street

Disclosures

Please visit the SEC profile of Alec Mckenna 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 Masterworks Advisers, LLC

Chad Minick
New York, NY
Candy Light
New York, NY
Anthony Desimone
New York, NY
Ivan Lau
New York, NY
Joshua Taylor
New York, NY
Alec Mckenna
New York, NY
Lal Cakmur
New York, NY

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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