Alexander
Watson

Hanson & Doremus Investment Management

CRD#6796716
Investment Advisor
in Burlington, VT

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About this Advisor

Alexander Watson is a financial advisor based in Burlington, Vermont, working with Hanson & Doremus Investment Management. Alexander has previously held positions at Nisa Investment Advisors, LLC and Hanson & Doremus Investment Management. Alexander is registered to provide services in Texas and Vermont. Currently, Alexander is part of Hanson & Doremus Investment Management, which operates out of Burlington, Vermont. The firm has 8 offices and 14 employees. The firm manages assets totaling $736.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Hanson & Doremus Investment Management includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

431 Pine Street Suite 302
Burlington, VT 05401

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Hanson & Doremus Investment Management Brokerage Details

Total Assets Under Management

$736,675,665

VT Average: $4,257,716,217
Total Number of Employees

14

VT Average: 30
Total Number of Accounts

1,390

VT Average: 868
Average Account Size

$529,982

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Alexander Watson Work History

2018 - Present (6 years)

Hanson & Doremus Investment Management

2012 - 2018 (6 years)

Nisa Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Alexander Watson 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 Hanson & Doremus Investment Management

Neil Macker
Burlington, VT
Mark Andrews
Burlington, VT
Sarah Cocina
Burlington, VT
Julie Won
Burlington, VT
Alexander Watson
Burlington, VT
Elisabeth Ford
Burlington, VT
Jordan Lafayette
Burlington, VT
Arthur Wright
Burlington, VT

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.

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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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