TrueAdvisor
TrueAdvisor
AS
AS

Alexys Z. Serchay

Trajan Wealth, L.L.C.
16 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Trajan Wealth, L.L.C.
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only

Location

9901 I.H.10 West, Suite 800, San Antonio, TX, 78230

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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

Alexys will act as an insurance agent related to their investment business, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2021 - September 2024 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
October 2021 - September 2024 · 2 yrs 11 mos
USAA Investment Services CompanyBroker
June 2020 - September 2021 · 1 yr 3 mos
USAA Investment Services Company
January 2018 - September 2021 · 3 yrs 8 mos
USAA Financial Planning Services
March 2009 - January 2018 · 8 yrs 10 mos
USAA Financial Advisors, INC.Broker
February 2009 - June 2020 · 11 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.