Alexander Kaminaris, financial advisor San Mateo CA

Alexander Kaminaris

CRD Number: 5044774
Current Firm: Wells Fargo Clearing Services, LLC

Alexander Kaminaris (CRD# 5044774) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Mateo, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Palo Alto, CA Nov 2016 - Current 5
Wells Fargo Advisors, LLC Palo Alto, CA Jul 2016 - Nov 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2016 1
Morgan Stanley Smith Barney Menlo Park, CA Jun 2009 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Alexander Kaminaris
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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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