Alexander Bateman Miles

22 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mercer Global Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

605 advisors

Number of Clients

31,333 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$60.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$800

Location

201 South College Street, Suite #2250, Charlotte, NC, 28244

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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.

Other Business Activities

Alexander is a member of the Board of Visitors at Queens University of Charlotte since 2020, supporting the university's academic and cultural life. This activity is not investment-related and requires minimal time.

Employment History

Current Registrations

Mercer Global Advisors INC.

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Stonecrest Capital Markets, INC.Broker

January 2015 - January 2017 · 2 yrs

Kingfisher Capital, LLC

July 2009 - November 2024 · 15 yrs 4 mos

Redwine & Company, INC.Broker

September 2007 - December 2014 · 7 yrs 3 mos

Wealthtrust Advisors

January 2007 - June 2009 · 2 yrs 5 mos

Wealthtrust Advisors

May 2004 - January 2007 · 2 yrs 8 mos

Myers James M Research INC

November 2003 - April 2004 · 5 mos

James M. Myers and CO., INC.Broker

June 2003 - July 2004 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.