Alexander Dorell (CRD# 5829067) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 13 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consilio Wealth Advisors, LLC | Bellevue, WA | Jun 2021 - Current | 2 |
| Postmates | Seattle, WA | Dec 2018 - Current | 5 |
| Uber | Seattle, WA | Jan 2014 - Current | 10 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2018 - Jun 2021 | 3 |
| Northwestern Mutual Investment Services LLC | Seattle, WA | Apr 2018 - Jun 2021 | 3 |
| Charles Schwab | Seattle, WA | Jul 2010 - Feb 2018 | 7 |
| Pizza Hut | Carmel, IN | Aug 2000 - Dec 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- WA
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts1,144ACCOUNTS
-
Average Account Value$314,434
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NH, NY, TX, WA
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