AdvisorOS Directory
Claim Profile
AM

Alexandra Rae Maisel

SUN CAPITAL ADVISORS, L.P.·BOCA RATON, Florida
Unclaimed Profile
5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486-1015CRD# 7821777Firm CRD# 155109
01

About

Alexandra Rae Maisel is a registered financial advisor based in BOCA RATON, Florida, affiliated with SUN CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUN CAPITAL ADVISORS, L.P.
SUN CAPITAL ADVISORS, L.P.
AUM
$6.6B
Regulatory assets under management
Employees
92
Total firm employees
View all advisors at SUN CAPITAL ADVISORS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7821777
Firm CRD# 155109
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alexandra Rae Maisel offer?
Alexandra Rae Maisel specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.
What are Alexandra Rae Maisel's credentials?
Alexandra Rae Maisel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Rae Maisel located?
Alexandra Rae Maisel is based in BOCA RATON, Florida, working with SUN CAPITAL ADVISORS, L.P.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Alexandra Rae Maisel charge for services?
Alexandra Rae Maisel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN CAPITAL ADVISORS, L.P.?
SUN CAPITAL ADVISORS, L.P. has approximately 92 employees and manages $6.6B 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 →
Other advisors in BOCA RATON
Kristen Ann Whealon — DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCJames Todd Morris — POLEN CAPITAL MANAGEMENT, LLCKevin Christopher Schneider — POLEN CAPITAL MANAGEMENT, LLCRobert Pendelton Spitler — BRIDGE LINE ADVISORS LLCMarc Jay Leder — SUN CAPITAL ADVISORS, L.P.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile