TrueAdvisor
TrueAdvisor
AK
CFA
AK
CFA

Alexander Harrison Keller

Corient
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Corient
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

Location

One Post Office Square, 22nd Floor, Boston, MA, 02109

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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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Employment History
Current Registrations
Corient
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Surevest Private Wealth
January 2020 - March 2023 · 3 yrs 2 mos
Surevest Wealth Management
March 2019 - February 2020 · 11 mos
Ameriprise Financial Services, INC.
January 2018 - March 2019 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
April 2017 - March 2019 · 1 yr 11 mos
Nylife Securities LLCBroker
December 2015 - April 2017 · 1 yr 4 mos
Scottrade, INC.Broker
March 2010 - December 2015 · 5 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.