Alexander Cesar, financial advisor Miami FL

Alexander Cesar

CRD Number: 3069730
Current Firm: Cetera Investment Advisers LLC

Alexander Cesar (CRD# 3069730) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Miami, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Regions Bank Miami, FL Nov 2020 - Current 1
Cetera Investment Services LLC St. Cloud, MN Nov 2020 - Current 1
Cetera Investment Advisers LLC Miami, FL Nov 2020 - Current 1
Tiaa Coral Gables, FL Oct 2014 - Nov 2020 6
Tiaa-cref Individual & Institutional Services, LLC Coral Gables, FL Oct 2014 - Nov 2020 6
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
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: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    35,762
    MILLIONS
  • Total Number of Accounts
    169,758
    ACCOUNTS
  • Average Account Value
    $210,662
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)
  • Educational seminars/workshops
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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