Alexys Z. Serchay

Trajan Wealth, L.L.C.

16 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth

Trajan Wealth, L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

8,955 clients

Average Client Portfolio

$220K average

Assets Under Management

$2.0B

Fee Structure

Financial Planning:Investment management only

Location

9901 I.H.10 West, Suite 800, San Antonio, TX, 78230

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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 ActivitiesSells Insurance

Alexys will act as an insurance agent related to their investment business, dedicating nearly full-time hours to this activity.

Employment History

Current Registrations

Trajan Wealth, L.L.C.

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Charles Schwab & CO., INC.

October 2021 - September 2024 · 2 yrs 11 mos

Charles Schwab & CO., INC.Broker

October 2021 - September 2024 · 2 yrs 11 mos

USAA Investment Services CompanyBroker

June 2020 - September 2021 · 1 yr 3 mos

USAA Investment Services Company

January 2018 - September 2021 · 3 yrs 8 mos

USAA Financial Planning Services

March 2009 - January 2018 · 8 yrs 10 mos

USAA Financial Advisors, INC.Broker

February 2009 - June 2020 · 11 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.