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Alexander James Mele

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
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Location

555 West 23rd St, Unit N11H, New York, NY, 10011

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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

Alexander is an advisor at Arbor Point Advisors, managing advisory accounts at Charles Schwab, and an insurance agent writing various insurance policies. He also runs his advisory fees through Wealth Planning Advisors, LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Point Advisors
January 2015 - November 2024 · 9 yrs 10 mos
Securities America Advisors, INC.
January 2015 - December 2015 · 11 mos
Securities America, INC.Broker
January 2015 - June 2024 · 9 yrs 5 mos
Fsc Securities CorporationBroker
April 2011 - January 2015 · 3 yrs 9 mos
The Retirement Group, LLC
February 2011 - March 2015 · 4 yrs 1 mo
Qa3 Financial CORP.Broker
January 2011 - February 2011 · 1 mo
State Registrations23 states
AZCACOCTDCDEFLGAKYMANCNHNJNYOHPASCTNTXUTVAVTVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander James Mele - Financial Advisor | TrueAdvisor