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Alex Matthew Paul

Fiduciary Trust International, LLC

Lincoln, MA

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Current Employers
Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-05-09
  • MA RA
    APPROVED
    Since 2011-05-09

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Athena Capital Advisors Lincoln MA 01/2013 02/2017
Athena Capital Advisors Lincoln MA 02/2017 06/2020
Fiduciary Trust International, Llc Lincoln MA 06/2020 Present
Franklin Templeton Financial Services Corp Lincoln MA 04/2021 07/2021
Franklin Distributors, Llc Lincoln MA 07/2021 Present
  • 01/2013 → 02/2017
    Athena Capital Advisors
    Lincoln, MA
  • 02/2017 → 06/2020
    Athena Capital Advisors
    Lincoln, MA
  • 06/2020 → Present
    Fiduciary Trust International, Llc
    Lincoln, MA
  • 04/2021 → 07/2021
    Franklin Templeton Financial Services Corp
    Lincoln, MA
  • 07/2021 → Present
    Franklin Distributors, Llc
    Lincoln, MA
Previous Registrations
  • 2007-02-19 → 2011-03-09
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-20
S66 Uniform Combined State Law Examination 2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2021-10-20
  • S66 Uniform Combined State Law Examination
    2007-02-16
Designations
Other Names
  • Alex Matthew Paul

View on SEC IAPD

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Other Offices

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U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
BTS ASSET MANAGEMENT, INC. · LINCOLN, MA
ROBERTSON STEPHENS · Lincoln, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
LPL FINANCIAL LLC · HANSCOM A F B, MA

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