AS
CFP
AS
CFP

Alexander Mark Supplee

11 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

Baltimore, MD

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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 board member at Greater Chesapeake Charitable Foundation, assisting with fundraising events. This role requires minimal time each month and is not investment-related.

Employment History
Current Registrations
United Capital Financial Advisors
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2022 - March 2024 · 2 yrs 2 mos
Cetera Advisor Networks LLCBroker
November 2017 - June 2020 · 2 yrs 7 mos
Girard Securities, INC.Broker
September 2017 - November 2017 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - September 2017 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - September 2017 · 1 yr 3 mos
Morgan Stanley
July 2014 - May 2016 · 1 yr 10 mos
Morgan StanleyBroker
May 2014 - May 2016 · 2 yrs
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.