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Alejandro Bachmann

15 Years of Experience
Miami, FL
Broker

Alejandro Bachmann is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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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

Alejandro owns 5% of his wife's company, Minerva Capital, since 2009, dedicating about 10-20% of his time. He has no responsibilities in the company.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2011 - September 2022 · 11 yrs 8 mos
State Registrations12 states
CADEFLILMANJNYPRSCSDTXWI
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.
Alejandro Bachmann - Financial Advisor | TrueAdvisor