AS
AS

Alexander John Schnulo

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$174K average
Assets Under Management
$250.1M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

3751 Teays Valley Rd, Hurricane, WV, 25526

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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

Alexander is the Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston, dedicating minimal time to fundraising and resource development. He is also the Chapter President for BNI - Power Chapter, a business networking group, spending about 10-20% of his time leading meetings and directing chapter goals.

Employment History
Current Registrations
Fwg Investments, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2021 - May 2024 · 2 yrs 7 mos
State Registrations3 states
KYNCWV
Advisor
Exams
No exam information available for this advisor.