Alexander
Breslin

Ladenburg Thalmann Asset Management Inc

CRD#2680480
Investment Advisor
in Melville, NY

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About this Advisor

Alexander Breslin is a financial advisor operating out of Melville, New York with 19 years of industry experience. Breslin is an employee of Ladenburg Thalmann Asset Management Inc. Their career trajectory has included roles at Ladenburg, Thalmann & Co., Inc and Skies The Limit. Breslin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California, Connecticut, Florida, Georgia, Illinois, Louisiana, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin and Wyoming. Ladenburg Thalmann Asset Management Inc is a registered investment company that has its headquarters in New York, NY. The company has offices in two locations and a total of 35 advisors. It handles $3 billion in total assets among its 3,408 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 24 charities and foundations. Of its 3,408 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. Ladenburg Thalmann Asset Management Inc performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees depend on which service is provided. Fee types charged by Ladenburg Thalmann Asset Management Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

58 South Service Road Suite 160
Melville, NY 11747

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Ladenburg Thalmann Asset Management Inc Brokerage Details

Total Assets Under Management

$3,415,364,439

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

35

NY Average: 88
Total Number of Accounts

3,408

NY Average: 3,892
Average Account Size

$1,002,161

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
  • Other

Alexander Breslin Work History

Alexander has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Skies The Limit

2002 - Present (22 years)

Ladenburg, Thalmann & Co., 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 Alexander Breslin 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 Ladenburg Thalmann Asset Management Inc

Josephine Paribello
New York, NY
Robert Baisch
New York, NY
Anderson Schock
Charlotte, NC
Marc Weinberger
Boca Raton, FL
Jeffrey Caliva
New York, NY
Michael Meechan
New York, NY
Bruce Silver
New York, NY
Timothy Eng
New York, 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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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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