Alexander Cesar is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 25 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.
Fee Estimator
Location
2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alexander works as a CNB banker for a firm under common control, starting in January 2025. This activity takes about 10-20% of Alexander's time.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
Bci Securities, INC.
Bci Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Essex National Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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