Alexander Cecenas, financial advisor Westlake TX
78 score

Alexander Cecenas

CRD Number: 5458346
Current Firm: Strategic Advisers, Inc.

Alexander Cecenas (CRD# 5458346) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX May 2011 - Current 5
Wells Fargo Bank Na Flower Mound, TX Sep 2010 - Apr 2011 < 1
Brazos National Bank Dallas, TX May 2009 - Sep 2010 1
Axa Advisors, LLC New York, NY May 2010 - Jun 2010 < 1
Unemployed Keller, TX Nov 2008 - Apr 2009 < 1
Texas Bank Fort Worth, TX Dec 2007 - Nov 2008 < 1
Aerotek Staffing Fort Worth, TX Nov 2007 - Dec 2007 < 1
Chase Home Finance Irving, TX Dec 2006 - Oct 2007 < 1
Residential Home Lending Irving, TX Apr 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Alexander Cecenas
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
78

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