Alexander John Rasky

Capital Analysts

39 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Capital Analysts

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

685 advisors

Number of Clients

17,698 clients

Average Client Portfolio

$492K average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

990 North Main Street, Royal Oak, MI, 48067

Get directions

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.

Employment History

Current Registrations

Capital Analysts

July 2023 - Present · 2 yrs 7 mos

Lincoln Investment

June 2017 - Present · 8 yrs 8 mos

Lincoln InvestmentBroker

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Legend Advisory, LLC

August 2011 - October 2019 · 8 yrs 2 mos

Legend Equities CorporationBroker

October 2008 - January 2017 · 8 yrs 3 mos

Aig Retirement Advisors, INC.Broker

February 1999 - November 2008 · 9 yrs 9 mos

The Variable Annuity Marketing CompanyBroker

July 1986 - December 2001 · 15 yrs 5 mos

State Registrations4 states

FLMIOHOR

AdvisorBrokerBoth

Exams

No exam information available for this advisor.