Alexander Monroe

Kestra Private Wealth Services, LLC

10 Years of Experience

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Areas of Practice

Investment Management

Kestra Private Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

206 advisors

Number of Clients

15,631 clients

Average Client Portfolio

$653K average

Assets Under Management

$10.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

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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.

Employment History

Current Registrations

Kestra Private Wealth Services, LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Goldman Sachs Personal Financial Management

May 2015 - November 2023 · 8 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.