Alexander Boeri (CRD# 6955760) is an Investment Advisor Representative working at Miller Avenue Advisors LLC in Mill Valley, CA and has over 5 years of experience in the finance industry. Alexander Boeri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miller Avenue Advisors, LLC | Mill Valley, CA | May 2021 - Current | 2 |
| Miller Avenue Advisor, LLC | Mill Valley, CA | Mar 2021 - Current | 3 |
| Fiduciary Financial Group | San Rafael, CA | Mar 2020 - Jun 2021 | 1 |
| Brighton Jones LLC | San Francisco, CA | Feb 2019 - Jan 2020 | < 1 |
| Brighton Jones LLC | San Francisco, CA | Apr 2017 - Feb 2019 | 1 |
| Unemployed | San Francisco, CA | Dec 2016 - Mar 2017 | < 1 |
| Insight Global LLC | San Francisco, CA | Jun 2016 - Nov 2016 | < 1 |
| Unemployed | San Francisco, CA | Jun 2015 - May 2016 | < 1 |
| Full Time Student | San Francisco, CA | Mar 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$528,702
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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