Alexander
Stuart

Cantor Fitzgerald Investment Advisors

CRD#5754405
Investment Advisor
in New York, NY

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About this Advisor

Alexander Stuart is a financial advisor working out of New York, New York with 1 year of relevant experience. Stuart is an advisor for Cantor Fitzgerald Investment Advisors. Their career trajectory has included roles at Axa Distributors, LLC, Lord Abbett, Oppenheimerfunds, Invesco Distributors, Inc, Virtus Investment Partners, Vp Distributors LLC, Precision Financial Strategies, Cantor Fitzgerald & Co and Cantor Fitzgerald Investment Advisors. Stuart maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to operate in California, Kansas, Missouri, New Jersey, North Dakota, Ohio, Oklahoma, South Dakota, Texas and Wisconsin. Cantor Fitzgerald Investment Advisors is a registered investment firm that has its headquarters in New York, NY. The investment advisory business has offices in two locations and a total of 32 people on staff. It handles $2 billion in total assets between its 1,961 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 31 charitable organizations. Of its 1,961 client accounts, 38% belong to high-net-worth investors who have more than $1 million in assets. Cantor Fitzgerald Investment Advisors offers a broad assortment of services, including financial planning services, 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 advice typically vary depending on which services are provided. Fee types charged by Cantor Fitzgerald Investment Advisors may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

110 East 59Th Street 7Th Floor
New York, NY 10022

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Cantor Fitzgerald Investment Advisors Brokerage Details

Total Assets Under Management

$2,336,482,672

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

32

NY Average: 88
Total Number of Accounts

1,961

NY Average: 3,892
Average Account Size

$1,191,475

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning 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

Alexander Stuart Work History

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

2022 - Present (2 years)

Cantor Fitzgerald & Co

2022 - Present (2 years)

Cantor Fitzgerald Investment Advisors

2022 - 2022 (< 1 year)

Virtus Investment Partners

2022 - 2022 (< 1 year)

Vp Distributors LLC

2020 - 2022 (2 years)

Precision Financial Strategies

2019 - 2020 (1 year)

Invesco Distributors, Inc

2018 - 2020 (2 years)

Oppenheimerfunds

2016 - 2018 (2 years)

Lord Abbett

2011 - 2016 (5 years)

Axa Distributors, LLC

*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 Stuart 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 Cantor Fitzgerald Investment Advisors

Walter Karle
New York, NY
Cody Rominger
New York, NY
Ryan Chambers
New York, NY
Steven Pointer
New York, NY
Christopher Yost
New York, NY
Chad Partlow
Newport Beach, CA
Andrew Raney
New York, NY
Richard Baxter
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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