JA
JA

Judith G Alexander-Wasley

15 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

110 Linden Oaks, Suite E, Rochester, NY, 14625

Get directions

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.

Learn about disclosures →
Other Business Activities

Judith is an associate planner at Ciccarelli Advisory Services since 2012, spending full-time hours assisting with appointments and administrative tasks. She also serves as a committee member for Catholic Charities, dedicating minimal time to meetings and development events, and payroll is generated from Park Central LLC.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Ciccarelli Advisory Services INC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Fsc Securities Corporation
September 2012 - November 2023 · 11 yrs 2 mos
Fsc Securities CorporationBroker
April 2012 - November 2023 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - March 2012 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2010 - March 2012 · 1 yr 10 mos
State Registrations5 states
AZFLMANYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Judith G Alexander-wasley - Financial Advisor | TrueAdvisor