Thomas Alexa, financial advisor Deep River CT

Thomas Alexa

CRD Number: 2878569
Current Firm: Alexa Wealth Management, LLC

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.

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Company Name Location Dates Years
Alexa Wealth Management LLC West Hartford, CT May 2019 - Current 4
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
Contact Info for Thomas H. Alexa
Phone Number: 860-526-1734
Firm Website: https://tomalexa.com/
Registered State(s):
  • CT
  • FL
Current Firm Details
Alexa Wealth Management, LLC
Firm's CRD Number: 302021
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $257,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CT, FL

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