AP
CFA
AP
CFA

Alex Matthew Paul

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Minimum Annual Fee:$150,000
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Location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 7 mos
Fiduciary Trust International, LLC
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Crestone Asset Management LLC
February 2007 - March 2011 · 4 yrs 1 mo
Crestone Securities LLCBroker
August 2006 - March 2011 · 4 yrs 7 mos
First Investors CorporationBroker
January 2002 - March 2002 · 2 mos
State Registrations10 states
CACODEFLILMANJNYPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Matthew Paul - Financial Advisor | TrueAdvisor