AA
AA

Alexandro Arista

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

750 B Street, Suite 3200, San Diego, CA, 92101

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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

Alexandro works as an investment advisor at Snowden Capital Advisors since 2015. This takes nearly full-time, with 112 hours spent during trading hours.

Employment History
Current Registrations
Snowden Capital Advisors LLC
February 2016 - Present · 10 yrs
Snowden Account Services LLCBroker
February 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2016 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - February 2016 · 8 yrs
State Registrations4 states
CAMENVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.