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Alec M Mielnicki

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

2220 Briargate Parkway, Colorado Springs, CO, 80920

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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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Employment History
Current Registrations
T. Rowe Price Associates, INC.
December 2024 - Present · 1 yr 2 mos
T. Rowe Price Investment Services, INC.Broker
December 2024 - Present · 1 yr 2 mos
T. Rowe Price Investment Services, INC.
December 2024 - Present · 1 yr 2 mos
Previous Registrations
The Ameriflex Group
November 2023 - November 2024 · 1 yr
Osaic Wealth, INC.Broker
November 2023 - November 2024 · 1 yr
Fisher Investments
July 2022 - November 2023 · 1 yr 4 mos
Charles Schwab & CO., INC.
January 2019 - July 2022 · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2019 - July 2022 · 3 yrs 6 mos
Edward Jones
December 2017 - January 2019 · 1 yr 1 mo
Edward JonesBroker
November 2017 - January 2019 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alec M Mielnicki - Financial Advisor | TrueAdvisor