Alexander Cesar, financial advisor Coral Gables FL
93 score

Alexander Cesar

CRD Number: 3069730
Current Firm: Advice And Planning Services

Alexander Cesar (CRD# 3069730) is an Investment Advisor Representative working at Advice And Planning Services in Coral Gables, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Coral Gables, FL Oct 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Coral Gables, FL Oct 2014 - Current 2
Jp Morgan Securities LLC Miami, FL May 2013 - Oct 2014 1
Bank Of America, N.a. Coral Gables, FL Nov 2011 - May 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables, FL Oct 2011 - May 2013 1
Suntrust Investment Services, Inc. Atlanta, GA Jun 2008 - Oct 2011 3
Suntrust Bank Coral Gables, FL May 2008 - Oct 2011 3
Suntrust Investment Services, Inc. Coral Gables, FL May 2008 - Jun 2008 < 1
Banc Of America Investment Services, Inc. Coral Gables, FL Oct 2004 - May 2008 3
Bank Of America, N.a. Miami, FL Oct 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Alexander Cesar
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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