Alisa Guetzkow
Alisa Guetzkow is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Rllng Hills Estates, CA, with 19 years of industry experience. Alisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52,688 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIWA does not directly manage investments for individual investors. Instead, FIWA provides a platform that financial service firms can use to manage investments for their clients. FIWA does not charge a platform fee for accounts that only use investment options managed by FIWA and its affiliates. For accounts that use investment options from other companies, FIWA charges a platform fee based on the amount of assets in the account.
Location
Rllng Hills Estates, CA
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Regulatory History
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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Alisa is a board member of Residences of RHCC HOA, a landlord and homeowner for Tiger Bleu Trust, a trustee of Tiger Bleu Trust, and a trustee/homeowner of a short-term rental property. These activities require minimal time commitment.
Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
Fidelity Distributors Company LLCBroker
Fidelity Distributors Company LLC
Previous Registrations
Principal Asset Management
Principal Funds Distributor, INC.Broker
Allianz Life Financial Services, LLCBroker
Prudential Investment Management Services LLCBroker
Pacific Select Distributors, LLCBroker
Nylife Distributors LLCBroker
Hartford Life Distributors, LLCBroker
LPL Financial CorporationBroker
LPL Financial CorporationBroker
Planco Financial Services, LLCBroker
Sunamerica Capital Services, INC.Broker
State Registrations2 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.