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Victoria E. Zoellner

ALPINE ASSOCIATES MANAGEMENT INC.·PALM BEACH, Florida
Series 1, Series 4, Series 40Clean recordALPINE ASSOCIATES MANAGEMENT INC.
249 ROYAL PALM WAY, PALM BEACH, FL 33480-4334CRD# 451321Firm CRD# 138901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victoria E. Zoellner · PALM BEACH, FL
Registration
CRD #451321 · ALPINE ASSOCIATES MANAGEMENT INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 1
Series 4
Series 40
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALPINE ASSOCIATES MANAGEMENT INC.
CRD 138901 · SEC 801-65726
AUM
$2.7B
Regulatory assets under management
Employees
26
12 client accounts
Services offered by ALPINE ASSOCIATES MANAGEMENT INC.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ALPINE ASSOCIATES MANAGEMENT INC. →
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Frequently Asked Questions

What services does Victoria E. Zoellner offer?
Victoria E. Zoellner specializes in Retirement Planning, Wealth Management. Contact their office in PALM BEACH, Florida for a consultation.
What are Victoria E. Zoellner's credentials?
Victoria E. Zoellner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victoria E. Zoellner located?
Victoria E. Zoellner is based in PALM BEACH, Florida, working with ALPINE ASSOCIATES MANAGEMENT INC.. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Victoria E. Zoellner charge for services?
Victoria E. Zoellner'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 ALPINE ASSOCIATES MANAGEMENT INC.?
ALPINE ASSOCIATES MANAGEMENT INC. has approximately 26 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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