Alexander Supplee, financial advisor Baltimore MD

Alexander Supplee

CRD Number: 6266621
Current Firm: United Capital Financial Advisors

Alexander Supplee (CRD# 6266621) is an Investment Advisor Representative working at United Capital Financial Advisors in Baltimore, MD and has over 9 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
United Capital Financial Advisers, LLC Baltimore, MD Sep 2017 - Current 6
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Jun 2020 2
Girard Securities San Diego, CA Sep 2017 - Nov 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD May 2016 - Sep 2017 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley Blue Bell, PA Oct 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Alexander M. Supplee
Phone Number: 972-822-2055
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    13,179
    MILLIONS
  • Total Number of Accounts
    82,991
    ACCOUNTS
  • Average Account Value
    $158,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

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