Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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Areas of Practice
Advisor Information
Office location
One Huntington Quadrangle Ste 1C01, Melville, NY, 11747
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex is an independent insurance agent selling various insurance products, including fixed annuities, indexed annuities, long-term care, disability, universal life, term life, health, and group/individual insurance. Alex also works with Benefits Planning Corp and Anthony Izzo & Associates for insurance and investment marketing, and The Annuity Shoppe for fixed annuity sales, dedicating nearly full-time hours to these activities.