Alex Treves is a registered investment advisor at Wells Fargo Advisors, based in Needham, MA, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
197 First Avenue, Suite 160, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex and their spouse have 100% ownership of Alex K. Treves LLC since April 2023. This activity involves holding personal property and requires minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
State Registrations11 states
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