AC
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Alexander Cesar

25 Years of Experience
Broker

Alexander Cesar is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 25 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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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.
January 2026 - Present · 3 mos
Bci Securities, INC.Broker
January 2026 - Present · 3 mos
Previous Registrations
Bci Securities, INC.
February 2025 - January 2026 · 11 mos
Bci Securities, INC.Broker
February 2025 - January 2026 · 11 mos
Cetera Investment Advisers LLC
November 2020 - November 2024 · 4 yrs
Cetera Investment Services LLCBroker
November 2020 - November 2024 · 4 yrs
Advice and Planning Services
October 2014 - November 2020 · 6 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2014 - November 2020 · 6 yrs 1 mo
J.P. Morgan Securities LLC
June 2013 - October 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
May 2013 - October 2014 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - May 2013 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - May 2013 · 1 yr 7 mos
Suntrust Investment Services, INC.
August 2008 - September 2011 · 3 yrs 1 mo
Suntrust Investment Services, INC.Broker
June 2008 - September 2011 · 3 yrs 3 mos
Banc of America Investment Services, INC.Broker
November 2004 - May 2008 · 3 yrs 6 mos
Essex National Securities, INC.Broker
June 2000 - December 2003 · 3 yrs 6 mos
First Union Brokerage Services, INC.Broker
July 1998 - March 1999 · 8 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

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
No exam information available for this advisor.