Paul
Messina
Alexander Capital Wealth Management LLC
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About this Advisor
Paul Messina is a financial advisor based in New York, New York, with a total of 5 years of industry experience. Messina is an employee of Alexander Capital Wealth Management LLC. The advisor has gained experience at John Thomas Financial, Portfolio Advisors Alliance Inc, Alexander Capital, Lp and Alexander Capital Wealth Management, LLC. Messina has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York and Texas. Alexander Capital Wealth Management LLC is a firm headquartered in New York, NY. The firm has offices in 13 locations and a total of 25 financial advisors. It manages $79 million in assets under management between its 361 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 361 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees charged by Alexander Capital Wealth Management LLC can consist of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alexander Capital Wealth Management LLC Brokerage Details
$78,759,127
25
361
$218,169
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Paul Messina Work History
Paul has been registered as a financial advisor for 5 years.*
Alexander Capital Wealth Management, LLC
Alexander Capital, Lp
Portfolio Advisors Alliance Inc
John Thomas Financial
*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 Paul Messina 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 Alexander Capital Wealth Management LLC
Glasgow, MO
New York, NY
Staten Island, NY
Alhambra, CA
Atlanta, GA
New York, NY
New York, NY
New York, NY
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