AK
AK

Alexander Kravets

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

410 Amherst Street, Suite 310, Nashua, NH, 03063

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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 ActivitiesSells Insurance

Alexander is an agent for AGIA, selling non-securities insurance products. This activity is associated with his firm and takes a few hours per week.

Employment History
Current Registrations
Citizens Securities, INC.Broker
August 2025 - Present · 6 mos
Citizens Securities, INC.
August 2025 - Present · 6 mos
Previous Registrations
VALIC Financial Advisors, INC.
March 2025 - September 2025 · 6 mos
VALIC Financial Advisors, INC.Broker
February 2025 - September 2025 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2023 - January 2025 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2023 - January 2025 · 1 yr 4 mos
UBS Financial Services INC.
May 2023 - August 2023 · 3 mos
UBS Financial Services INC.Broker
March 2023 - August 2023 · 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.