Ivy Monique Alexander

10 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth

Rzh Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

432 clients

Average Client Portfolio

$4.9M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$5M

Location

One Landmark Square, 11th Floor, Stamford, CT, 06901

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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

Rzh Advisors LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Wbh Advisory, INC.

August 2019 - July 2024 · 4 yrs 11 mos

T. Rowe Price Investment Services, INC.Broker

August 2014 - October 2018 · 4 yrs 2 mos

State Registrations2 states

CTTX

Advisor

Exams

No exam information available for this advisor.