Alexander William Hansen

Merit Financial Advisors

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Merit Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

222 advisors

Number of Clients

14,417 clients

Average Client Portfolio

$734K average

Assets Under Management

$10.6B

Fee Structure

Location

29 Sawyer Road, Waltham, MA, 02453-3483

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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.

Employment History

Current Registrations

Merit Financial Advisors

November 2025 - Present · 3 mos

Purshe Kaplan Sterling InvestmentsBroker

November 2025 - Present · 3 mos

Previous Registrations

Commonwealth Continuum Advisors

April 2025 - November 2025 · 7 mos

Commonwealth Financial Network

November 2021 - November 2025 · 4 yrs

Commonwealth Financial NetworkBroker

September 2021 - November 2025 · 4 yrs 2 mos

Dynasty Securities, LLCBroker

December 2019 - September 2021 · 1 yr 9 mos

Citigroup Global Markets INC.Broker

March 2019 - December 2019 · 9 mos

Raymond James Financial Services Advisors, INC

February 2014 - January 2017 · 2 yrs 11 mos

Raymond James Financial Services, INC.Broker

September 2011 - January 2017 · 5 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.