AT
AT

Alexander Tanious

13 Years of Experience
Beverly Hills, CA
Broker

Alexander Tanious is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

9595 Wilshire Blvd, Suite 601, [Satellite], Beverly Hills, CA, 90212

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

Alexander has a 2% ownership in Medsplained Inc., a family business where he manages financial statements and accounting needs, requiring minimal time. He also has 100% ownership in Tanious Private Wealth Management Inc., dedicating full-time hours to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2014 - November 2022 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLC
December 2014 - November 2022 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - December 2014 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - December 2014 · 2 yrs 6 mos
State Registrations22 states
AZCACODCFLGAILINMAMINCNJNMNVNYORPASCTXUTVAWA
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.