Alex Markowitz is a registered investment advisor, based in Westlake Village, CA, with 14 years of industry experience.
Location
4195 East Thousand Oaks Blvd., Suite 250, Westlake Village, CA, 91362
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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 →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2025 - Present · 8 mos
Alteri Wealth
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - May 2024 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - May 2024 · 12 yrs 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.