Unclaimed Profile

Alex Matthew Paul

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts

Series 6, Series 7, Series 63, Series 66CFAClean record19 years registeredFIDUCIARY TRUST INTERNATIONAL, LLC

55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 4493608Firm CRD# 124062

Profile Verification

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

Identity

Alex Matthew Paul · LINCOLN, MA

Registration

CRD #4493608 · FIDUCIARY TRUST INTERNATIONAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FRANKLIN DISTRIBUTORS, LLC

Jul 2021 – present

FIDUCIARY TRUST INTERNATIONAL, LLC

May 2011 – present

CRESTONE ASSET MANAGEMENT LLC

Feb 2007 – Mar 2011

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 19, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD 124062 · SEC 801-62001

AUM

$6.3B

Regulatory assets under management

Employees

469 client accounts

Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Alex Matthew Paul offer?

Alex Matthew Paul specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Alex Matthew Paul's credentials?

Alex Matthew Paul holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alex Matthew Paul located?

Alex Matthew Paul is based in LINCOLN, Massachusetts, working with FIDUCIARY TRUST INTERNATIONAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Alex Matthew Paul charge for services?

Alex Matthew Paul'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 FIDUCIARY TRUST INTERNATIONAL, LLC?

FIDUCIARY TRUST INTERNATIONAL, LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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