AB
CFP
AB
CFP

Alexander Barthold

17 Years of Experience
Broker

Alexander Barthold is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 17 years of industry experience.

Location

2400 Lakeview Parkway Suite 550, Alpharetta, GA, 30009

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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 Activities

Alexander is a Regional Vice President and Director, Partner Programs at Merit Financial Advisors since December 2024. This role as a registered investment advisor takes nearly full-time hours.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2024 - Present · 1 yr 4 mos
Merit Financial Advisors
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Morgan StanleyBroker
September 2023 - December 2024 · 1 yr 3 mos
Morgan Stanley
September 2023 - December 2024 · 1 yr 3 mos
Morgan StanleyBroker
March 2023 - March 2023 · 0 mos
E*trade Capital Management, LLC
July 2010 - September 2023 · 13 yrs 2 mos
E*trade Securities LLCBroker
June 2009 - September 2023 · 14 yrs 3 mos
Edward Jones
November 2008 - April 2009 · 5 mos
Edward JonesBroker
October 2008 - April 2009 · 6 mos
State Registrations1 state
GA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.