Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Alex Wasilewski, financial advisor Irvine CA
93 score

Alex Wasilewski

CRD Number: 1436862
Current Firm: Precept Advisory Group LLC

Alex Wasilewski (CRD# 1436862) is an Investment Advisor Representative working at Precept Advisory Group LLC in Irvine, CA and has over 18 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Precept Advisory Group Llc (152776) Irvine, CA Jan 2010 - Current 6
Proview, Inc. Newport Beach, CA Jul 2001 - Current 15
Royal Alliance Associates, Inc. Newport Beach, CA Nov 1997 - Current 18
Preferred Administrative Services Newport Beach, CA Oct 1992 - Current 24
F.b.p. Insurance Services, Inc. Newport Beach, CA Jan 1990 - Current 26
Precept (fbp Insurance Services, Inc.) Irvine, CA Jan 1990 - Current 26
Unum Chicago, IL Oct 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Alex N. Wasilewski
Phone Number: 800-344-1430
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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