AV
AV

Alexander a Villacampa

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
876 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B

Fee Structure

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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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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

Alexander serves as Power of Attorney for his aunt, representing her in matters related to her estate since 2020. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Rockefeller Financial LLCBroker
October 2023 - Present · 2 yrs 4 mos
Rockefeller Capital Management
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2022 - October 2023 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - October 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - April 2016 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - April 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.
April 2014 - February 2015 · 10 mos
Ameriprise Financial Services, INC.Broker
April 2014 - February 2015 · 10 mos
Euro Pacific Capital, INC.
May 2013 - March 2014 · 10 mos
Euro Pacific Capital, INC.Broker
May 2013 - March 2014 · 10 mos
State Registrations31 states
AZCACOCTDCDEFLGAMAMDMEMIMNMOMSNCNENHNJNVNYOHPASCTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.