AG
AG

Alex Gast

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B
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Location

2614 19th Street South, Birmingham, AL, 35209

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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

Alex owns an AirBnB property through Happenstance 30a, LLC since 2020. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Captrust
February 2024 - Present · 2 yrs
Capfinancial Securities, LLC.Broker
February 2024 - Present · 2 yrs
Capfinancial Securities, LLC.
February 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
May 2018 - January 2024 · 5 yrs 8 mos
Ameriprise Financial Services, LLC
May 2018 - January 2024 · 5 yrs 8 mos
Oneascent Financial Services LLC
March 2017 - February 2018 · 11 mos
Ameriprise Financial Services, INC.
March 2014 - February 2017 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
February 2014 - February 2017 · 3 yrs
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Gast - Financial Advisor | TrueAdvisor