AP
AP

Alexander Palas

20 Years of Experience
Juno Beach, FL
Broker

Alexander Palas is a registered investment advisor at Cetera Investment Advisers LLC, based in Juno Beach, FL, with 20 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

13700 Us Highway 1, Suite 104, Juno Beach, FL, 33408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alexander owns several businesses, including Bridge Financial (tax preparation and registered agent services), Palas Group (a pass-through entity for tax purposes), Senra Land Holdings LLC, and 119 6th St LLC (real estate). These activities take about a quarter of Alexander's time for Bridge Financial and minimal time for the others.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2019 - Present · 7 yrs 3 mos
Cetera Financial Specialists LLC
October 2008 - Present · 17 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
April 2005 - September 2008 · 3 yrs 5 mos
State Registrations5 states
AZFLGANCNY
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.