AT
CFP
AT
CFP

Alejandro Julian Tirso

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K
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Location

500 N Franklin Tpke, 3rd Floor, Suite 322, Ramsey, NJ, 07446

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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 and manages two residential real estate rental properties in New Jersey. He dedicates minimal time to these activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 1 yr 11 mos
Steward Partners Investment Advisory, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Invesco Distributors, INC.Broker
May 2019 - March 2024 · 4 yrs 10 mos
Oppenheimerfunds Distributor, INC.Broker
December 2015 - May 2019 · 3 yrs 5 mos
UBS Financial Services INC.Broker
October 2013 - December 2015 · 2 yrs 2 mos
UBS Financial Services INC.
October 2013 - December 2015 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - October 2013 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - October 2013 · 10 mos
State Registrations29 states
AZCACOCTDEFLGAIAILINMAMDMSMTNCNJNVNYOHORPARISCTXVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.