Alexander Marcus is a registered investment advisor, based in Lake Mary, FL, with 4 years of industry experience.
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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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 ActivitiesSells Insurance
Alexander may offer insurance products through the firm or its affiliates as part of their job responsibilities.
Employment History
Current Registrations
Ascensus Broker Dealer Services, LLCBroker
July 2023 - Present · 2 yrs 9 mos
Newport Group Consulting, LLC
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Newport Group Securities, INC.Broker
November 2022 - September 2023 · 10 mos
Triad Advisors LLCBroker
August 2022 - November 2022 · 3 mos
J.P. Morgan Securities LLCBroker
August 2021 - July 2022 · 11 mos
State Registrations2 states
FLGA
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.