Unclaimed Profile

Alan David Polsky

COLLIERS SECURITIES LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65, Series 72, Series 99TOCFAClean recordCOLLIERS SECURITIES LLC

90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 55402-4108CRD# 1376097Firm CRD# 7477

Profile Verification

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

Identity

Alan David Polsky · MINNEAPOLIS, MN

Registration

CRD #1376097 · COLLIERS SECURITIES LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52

Series 53

Series 63

Series 65

Series 72

Series 99TO

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLLIERS SECURITIES LLC

CRD 7477 · SEC 801-80233

AUM

$263M

Regulatory assets under management

Employees

124

1,055 client accounts

Services offered by COLLIERS SECURITIES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COLLIERS SECURITIES LLC →

Introduction

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Frequently Asked Questions

What services does Alan David Polsky offer?

Alan David Polsky specializes in Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Alan David Polsky's credentials?

Alan David Polsky holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alan David Polsky located?

Alan David Polsky is based in MINNEAPOLIS, Minnesota, working with COLLIERS SECURITIES LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Alan David Polsky charge for services?

Alan David Polsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLLIERS SECURITIES LLC?

COLLIERS SECURITIES LLC has approximately 124 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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