Royal Alliance Associates, Inc
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About this Advisor
Alexander Dimartini is a financial advisor who works out of Jericho, New York with a total of 2 years of relevant experience. Dimartini works at Royal Alliance Associates, Inc. Their career trajectory has included roles at Ubs Financial Services Inc and Royal Alliance Associates, Inc. Dimartini holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New York. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in total assets between its 149,233 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice depend on which services are offered. However, fees billed by Royal Alliance Associates, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Royal Alliance Associates, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alexander Dimartini Work History
Alexander has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Ubs Financial Services 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.
Please visit the SEC profile of Alexander Dimartini 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 Royal Alliance Associates, Inc
St Louis Park, MN
South Jordan, UT
Jersey City, NJ
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 email@example.com.
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