AP
AP

Alex Matthew Pettina

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

40 N 5th Street, Indiana, PA, 15701

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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
&partners
April 2024 - Present · 1 yr 10 mos
&partnersBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
April 2018 - April 2024 · 6 yrs
Wells Fargo Clearing Services, LLCBroker
March 2018 - April 2024 · 6 yrs 1 mo
State Registrations21 states
ALCACOCTFLIAILMAMDMONCNJNVNYOHPASCTXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.