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Alexander Fitch

8 Years of Experience
Bellevue, WA
BrokerSells Insurance

Alexander Fitch is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, WA, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2018 156th Ave NE, Suite 100, Bellevue, WA, 98007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alexander coordinates community events for Swedish Hospital, works as an independent insurance agent selling fixed insurance products full-time, and is a co-author working on a book. He is also an IAR with Weststar Prosperity Partners and owner/managing member of Fitch Financial LLC for tax purposes.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2017 - June 2021 · 3 yrs 8 mos
Voya Financial Advisors, INC.Broker
August 2017 - June 2021 · 3 yrs 10 mos
State Registrations10 states
CACOILINMNNVOHORTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.