Alexandra Richey
Alexandra Richey is a registered investment advisor at Gradient Wealth Management, based in Sayre, PA, with 4 years of industry experience. Alexandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.
Fee Estimator
Location
119 West Packer Ave, Suite #3, Sayre, PA, 18840
Get directionsHistory
Regulatory History (4)
Financial
October 2024Financial
July 2024Financial
July 2024Financial
April 2024Other Business Activities
Alexandra operates her LPL business through C&N Investment Services. She also works as an office assistant at Warner Tractor (minimal time) and as a bookkeeper for the Troy Area School District women's volleyball team (minimal time).
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations3 states
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.