Unclaimed Profile

Alexander Jovanovic

TRILLIUM ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Series 6, Series 63CFPClean record11 years registeredTRILLIUM ASSET MANAGEMENT, LLC

ONE CONGRESS STREET, BOSTON, MA 02114CRD# 5880811Firm CRD# 110901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Jovanovic · BOSTON, MA

Registration

CRD #5880811 · TRILLIUM ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

TRILLIUM ASSET MANAGEMENT

May 2015 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 8, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILLIUM ASSET MANAGEMENT, LLC

CRD 110901 · SEC 801-17958

AUM

$5.0B

Regulatory assets under management

Employees

2,207 client accounts

Services offered by TRILLIUM ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TRILLIUM ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Jovanovic offer?

Alexander Jovanovic specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Alexander Jovanovic's credentials?

Alexander Jovanovic holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexander Jovanovic located?

Alexander Jovanovic is based in BOSTON, Massachusetts, working with TRILLIUM ASSET MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Alexander Jovanovic charge for services?

Alexander Jovanovic's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILLIUM ASSET MANAGEMENT, LLC?

TRILLIUM ASSET MANAGEMENT, LLC has approximately 54 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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