AS
CFP
AS
CFP

Alexander Dalton Sterba

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,500
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Location

Rocky River, OH

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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 an employee and investment advisor representative of Manning & Napier Advisors, LLC, an affiliated registered investment advisor.

Employment History
Current Registrations
Manning & Napier Investor Services, INC.
October 2024 - Present · 1 yr 4 mos
Manning & Napier Investor Services, INC.Broker
October 2024 - Present · 1 yr 4 mos
Manning & Napier Advisors, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Marcum Wealth, LLC
May 2019 - July 2024 · 5 yrs 2 mos
State Registrations16 states
AZCACOFLGAINMENCNJNYOHPATNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Dalton Sterba - Financial Advisor | TrueAdvisor