Alexander Stephen Constantine

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-31
FL	RA	APPROVED	2023-11-30

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	08/2023	Present
Qad Redzone	Miami	FL	02/2021	08/2023
Buildium Realpage	Boston	MA	08/2018	02/2021
Betrspot	Boston	MA	08/2017	02/2018
Unemployed	Boston	FL	02/2018	08/2018
General Assembly	Boston	MA	05/2017	08/2017
Unemployed	Boston	MA	06/2016	04/2017
Bank Of America N.A.	Boca Raton	FL	09/2023	Present

08/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
02/2021 → 08/2023

Qad Redzone

Miami, FL
08/2018 → 02/2021

Buildium Realpage

Boston, MA
08/2017 → 02/2018

Betrspot

Boston, MA
02/2018 → 08/2018

Unemployed

Boston, FL
05/2017 → 08/2017

General Assembly

Boston, MA
06/2016 → 04/2017

Unemployed

Boston, MA
09/2023 → Present

Bank Of America N.A.

Boca Raton, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27