Alexander ReichCRD Number: 5978104
Current Firm: Schwab Private Client Investment Advisory, Inc.
Alexander Reich (CRD# 5978104) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||May 2015 - Current||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Sep 2011 - Current||6|
|Columbia Partners Investment Management||Chevy Chase, MD||Jun 2010 - Aug 2011||1|
|Unemployed||College Park, MD||Sep 2008 - May 2010||1|
|Gunnallen Financial||New Haven, CT||Jun 2008 - Aug 2009||1|
|Unemployed||Hamden, CT||Apr 2007 - May 2008||1|
|Mike O'keefe Sports Academy||Hamden, CT||Aug 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Dec 2011|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV