Alec
Mckenna

Masterworks Advisers, LLC

CRD#6709966
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started