AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Alexander Rankin Pettee

HOYA CAPITAL REAL ESTATE, LLC·ROWAYTON, Connecticut
Series 65Clean record10 years registeredHOYA CAPITAL REAL ESTATE, LLC
137 ROWAYTON AVENUE, ROWAYTON, CT 06853CRD# 6573355Firm CRD# 281848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Rankin Pettee · ROWAYTON, CT
Registration
CRD #6573355 · HOYA CAPITAL REAL ESTATE, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

PETTEE INVESTORS INC
May 2018 – present
HOYA CAPITAL REAL ESTATE, LLC
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 22, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOYA CAPITAL REAL ESTATE, LLC
CRD 281848 · SEC 801-114767
AUM
$102M
Regulatory assets under management
Employees
4
12 client accounts
Services offered by HOYA CAPITAL REAL ESTATE, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at HOYA CAPITAL REAL ESTATE, LLC →
Introduction

Speak with Alexander

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alexander is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROWAYTON?

Browse all registered financial advisors in ROWAYTON, Connecticut or claim this profile if it's yours.

Browse ROWAYTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alexander Rankin Pettee offer?
Alexander Rankin Pettee specializes in Investment Management, Wealth Management. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Alexander Rankin Pettee's credentials?
Alexander Rankin Pettee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Rankin Pettee located?
Alexander Rankin Pettee is based in ROWAYTON, Connecticut, working with HOYA CAPITAL REAL ESTATE, LLC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Alexander Rankin Pettee charge for services?
Alexander Rankin Pettee's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOYA CAPITAL REAL ESTATE, LLC?
HOYA CAPITAL REAL ESTATE, LLC has approximately 4 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ROWAYTON, Connecticut

Gregory David Scott
G. SCOTT CAPITAL PARTNERS, LLC·ROWAYTON, CT
Michael John Little
INVESTORS CAPITAL MANAGEMENT INC·ROWAYTON, CT
Timothy Platt Pettee
PETTEE INVESTORS INC·ROWAYTON, CT
Sheila Peck Pettee
PETTEE INVESTORS INC·ROWAYTON, CT
Robert Allen Hammer
SOUNDWATCH CAPITAL, LLC·ROWAYTON, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile