Alex Kozlowski (CRD# 6931364) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pallas Capital Advisors, LLC | Braintree, MA | Oct 2023 - Current | < 1 |
| Rbc Capital Markets, LLC | Boston, MA | Feb 2021 - Oct 2023 | 2 |
| Unemployed | Boston, MA | Nov 2020 - Jan 2021 | < 1 |
| Alpha Pension Group | Boston, MA | Mar 2018 - Oct 2020 | 2 |
| Putnam Investments | Andover, MA | Jun 2017 - Feb 2018 | < 1 |
| University Of Maine | Orono, ME | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
- MA
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Total Assets Under Management2,965MILLIONS
-
Total Number of Accounts3,566ACCOUNTS
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Average Account Value$831,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI
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