Alexander Petsis
Alexander Petsis is a CFP-designated registered investment advisor at Anthony Petsis & Associates INC., based in Newtown, PA, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at an hourly rate, which is negotiable based on the scope and complexity of the plan, your situation, and your financial objectives.
- Anthony Petsis: $400/hour
- Planners: $375/hour
- Associates: $200/hour
- Para Planner: $150/hour
- Secretary/Clerical: $100/hour
Location
401 S. State Street, Newtown, PA, 18940
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Alexander sells and educates clients regarding various insurance products, dedicating a few hours per week. He also works as a financial planner for Anthony Petsis & Associates, LLC and Anthony Petsis & Associates, Inc, and is President of Petsis Financial, LLC, dedicating well over full-time hours to these activities.
Employment History
Current Registrations
Anthony Petsis & Associates INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations35 states
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.