AR
CFP
AR
CFP

Alex Michael Robinette

8 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
10,162 clients
Average Client Portfolio
$331K average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Loading...

Location

145 King Street, Suite 400, Charleston, SC, 29401-2229

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

Alex owns rental real estate since 2020, dedicating minimal time to it. Alex is also a real estate agent since 2021, spending a few hours per week on this activity.

Employment History
Current Registrations
Tandem Investment Advisors INC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
June 2017 - April 2023 · 5 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2017 - April 2023 · 5 yrs 10 mos
Edward Jones
November 2016 - February 2017 · 3 mos
Edward JonesBroker
November 2016 - February 2017 · 3 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.