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Joseph Alexander

SHYA, LLC·BRONX, New York
Unclaimed Profile
1240 EDWARD L. GRANT HIGHWAY, BRONX, NY 10452CRD# 7427065Firm CRD# 316306
01

About

Joseph Alexander is a registered financial advisor based in BRONX, New York, affiliated with SHYA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VISTA FINANCIAL ADVISORS, LLC
VISTA FINANCIAL ADVISORS, LLC
AUM
$11491.9B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at VISTA FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7427065
Firm CRD# 316306
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Alexander offer?
Joseph Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRONX, New York for a consultation.
What are Joseph Alexander's credentials?
Joseph Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Alexander located?
Joseph Alexander is based in BRONX, New York, working with SHYA, LLC. Their office serves clients in the BRONX metropolitan area and surrounding communities.
How does Joseph Alexander charge for services?
Joseph Alexander's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHYA, LLC?
SHYA, LLC has approximately 2 employees and manages $11491.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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