Alexander Klein (CRD# 7691092) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jan 2023 - Current | 1 |
| Door Dash | Mechanicville, NY | Jan 2023 - Current | 1 |
| Ced- Greentech Renewables | Albany, NY | Nov 2022 - Current | 1 |
| Traditional Landscaping | Albany, NY | Jun 2022 - Nov 2022 | < 1 |
| Hoffman's Car Wash | Saratoga, NY | Jan 2022 - Jun 2022 | < 1 |
| Saratoga Tents And Events | Saratoga, NY | Jun 2021 - Jun 2022 | 1 |
| Elite Property Care | Albany, NY | May 2021 - Jun 2022 | 1 |
| Suny Albany | Albany, NY | Aug 2018 - May 2022 | 3 |
| Knockout Car Wash | Guilderland, NY | Sep 2020 - Apr 2021 | < 1 |
| University At Albany Department Of Residential Life | Albany, NY | Aug 2019 - Jan 2021 | 1 |
| Hoffman's Car Wash | Saratoga, NY | Jul 2019 - Jun 2020 | < 1 |
| Jacob And Anthony's Italian Restaurant | Albany, NY | Jan 2018 - Mar 2020 | 2 |
| Wheatfield's Restaurant And Bar | Saratoga Springs, NY | Jun 2019 - Sep 2019 | < 1 |
| Salt And Char | Saratoga, NY | Jun 2018 - Aug 2018 | < 1 |
| Ballston Spa High School | Ballston Spa, NY | Sep 2014 - Jun 2018 | 3 |
| Taco Bell | Malta, NY | Nov 2017 - Mar 2018 | < 1 |
| Harvey's Restaurant And Bar | Saratoga Springs, NY | Jun 2016 - Oct 2017 | 1 |
| Treepaad Fun Center | Mechanicville, NY | Oct 2014 - May 2016 | 1 |
| Unemployed | Malta, NY | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CO
- NJ
- NY
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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