Alexander Michael Vail

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 08/2020
  Ameriprise Financial Services, Llc
  Bohemia, NY
• 07/2016 → 01/2019
  Eldorado Retina Assoc
  Louisville, CO
• 03/2017 → 10/2018
  Ymca Of Boulder Valley
  Lafayette, CO
• 08/2019 → 01/2020
  Kokua Teaching Placement
  Denver, CO
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Bohemia, NY
• 08/2020 → Present
  Vail And Associates
  Bohemia, NY
• 10/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Bohemia, NY

Other Businesses

(1)Name of Business: Vail & Associates Address: 640 Johnson Ave Ste GL1, Bohemia, NY, 11716-2624, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/05/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Vail Investments Marion St LLC Address: 1140 N Marion St , Denver, CO, 80218, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight of maintenance and leasing operations.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-04

Other Names

• Alexander Vail