Alexander Witt (CRD# 6668075) is an Investment Advisor Representative working at Park Avenue Securities LLC in Morrison, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Morrison, CO | Sep 2023 - Current | < 1 |
| Park Avenue Securities LLC | Morrison, CO | Sep 2023 - Current | < 1 |
| Guardian Life Insurance Company | Denver, CO | Sep 2022 - Sep 2023 | 1 |
| Park Avenue Securities LLC | Denver, CO | Sep 2022 - Sep 2023 | 1 |
| Park Avenue Securities LLC | New York, NY | Jul 2021 - Sep 2022 | 1 |
| Guardian Life Insurance Company | New York, NY | Jul 2021 - Sep 2022 | 1 |
| Capital Group | New York, NY | May 2020 - Jul 2021 | 1 |
| Evercore Group LLC | New York, NY | Mar 2019 - May 2020 | 1 |
| Rbc Capital Markets, LLC | New York, NY | Jul 2017 - Mar 2019 | 1 |
| Fisher College Of Business | Columbus, OH | Mar 2016 - Apr 2017 | 1 |
| Rbc Capital Markets, LLC | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2016 | 2 |
| Ebw Capital | London, | May 2015 - Aug 2015 | < 1 |
| Hartzell Propeller | Piqua, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- AR
- CA
- CO
- FL
- IL
- KY
- MA
- NJ
- NY
- NC
- OH
- PA
- TX
- VA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
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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