Alexander Breslin
Advisor at Ladenburg Thalmann Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ladenburg Thalmann Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ladenburg Thalmann Asset Management Inc
Location
Melville, NY 11747
Credentials
Series 63, Series 65
Industry experience
30 years
Alexander Breslin is a financial advisor at Ladenburg Thalmann Asset Management Inc with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ladenburg Thalmann & Co., Inc. since 2002. Outside of his advisory role, Breslin serves as chairman and CEO of Skies the Limit, a real estate investment business he has led since 2004. Ladenburg Thalmann Asset Management serves individual investors, retirement plans, trusts, and registered investment companies by providing portfolio management, financial consulting, and sponsored program services. The firm employs model-based strategies utilizing mutual funds and ETFs, offers tax-sensitive and specialty portfolios, and supports both discretionary and non-discretionary advisory accounts.
Based on Ladenburg Thalmann Asset Management Inc
Based on Ladenburg Thalmann Asset Management Inc
One-time or periodic flat consulting fees, subject to negotiation.
Negotiable hourly fee for consulting services; maximum asset-based consulting fee of 0.75% annually.
58 South Service Road, Suite 160
Melville, NY 11747
Arizona · California · Connecticut · Florida · Georgia · Illinois · Louisiana · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Washington · Wyoming
Skies the Limit
2004 - Present (22 years)
Ladenburg, Thalmann & Co., Inc.
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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