Alexander Winkelman, financial advisor Saint Louis MO

Alexander Winkelman

CRD Number: 7257734
Current Firm: Fidelity Personal And Workplace Advisors

Alexander Winkelman (CRD# 7257734) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saint Louis, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC St. Louis, MO May 2020 - Current 2
Unemployed Crystal City, MO Oct 2019 - Apr 2020 < 1
River City Rascals O'fallon, MO Apr 2019 - Sep 2019 < 1
Houston Astros Houston, TX Jun 2015 - Mar 2019 3
Crystal City High School Crystal City, MO Oct 2015 - Feb 2019 3
Self-employed Crystal City, MO Oct 2015 - Mar 2018 2
Student Cape Girardeau, MO Feb 2012 - May 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Alexander T. Winkelman
Phone Number: 617-563-7000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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