AF
AF

Alexandra Natalie Freedman

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
357 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

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Location

Three Radnor Corporate Center Suite 210, 100 Matsonford Road, Radnor, PA, 19087

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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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Other Business Activities

Alexandra is a board member of Jewish National Fund (JNFuture Philadelphia), dedicating minimal time. She also serves as Vice Chair for the Jewish Federation of Greater Philadelphia (NextGen), spending a few hours per week.

Employment History
Current Registrations
Sanctuary Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Sanctuary Securities, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Morgan Stanley
December 2019 - May 2024 · 4 yrs 5 mos
Morgan StanleyBroker
November 2019 - May 2024 · 4 yrs 6 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandra Natalie Freedman - Financial Advisor | TrueAdvisor