Alexander Gurin (CRD# 5026946) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has over 18 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Chestnut Hill, MA | Apr 2016 - Current | 8 |
| Charles Schwab Bank | Chestnut Hill, MA | Apr 2016 - Current | 8 |
| Cco Investment Services Corp. | Brookline, MA | Nov 2014 - Apr 2016 | 1 |
| E*trade Capital Management LLC | Boston, MA | Jul 2011 - Nov 2014 | 3 |
| E*trade Securities LLC | Boston, MA | Jul 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- CT
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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