Thomas Alexa (CRD# 2878569) is an Investment Advisor Representative working at Alexa Wealth Management, LLC in Deep River, CT and has over 26 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Alexa Wealth Management LLC | West Hartford, CT | May 2019 - Current | 5 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2018 - May 2019 | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2018 - May 2019 | < 1 |
Ohanesian/lecours, Inc. | West Hartford, CT | Jun 2009 - Dec 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
- CT
- FL
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$257,137
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CT, FL
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