Alexander Smith (CRD# 7494215) is an Investment Advisor Representative working at Seedsafe Financial LLC in Elmhurst, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seedsafe Financial LLC | Elmhurst, IL | Feb 2023 - Current | 1 |
| Seedsafe Financial LLC | Elmhurst, IL | Dec 2021 - Feb 2023 | 1 |
| Seedsafe Financial LLC | Elmhurst, IL | Aug 2021 - Dec 2021 | < 1 |
| Amazon | Chicago, IL | Mar 2021 - Aug 2021 | < 1 |
| Unemployed | Elmhurst, IL | Jun 2019 - Mar 2021 | 1 |
| Amazon | Chicago, IL | Jun 2018 - Jun 2019 | 1 |
| Amazon | Seattle, WA | May 2016 - Jun 2018 | 2 |
| Amazon | Seattle, WA | Oct 2014 - May 2016 | 1 |
| Altofer Caterpillar | Elmhurst, IL | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- IL
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$189,021
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
- Other
CA, IL, PA, TX, WA
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