Alexander Schutz is a ChFC-designated registered investment advisor, based in Bethesda, MD, with 5 years of industry experience.
Location
Bethesda, MD
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is an assistant at WMS Advisors, LLC, an RIA, and does administrative work for Williams Associates, a CPA firm. He is also a life insurance producer, spending minimal time selling insurance.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2025 - Present · 1 yr 3 mos
Purshe Kaplan Sterling Investments
January 2025 - Present · 1 yr 3 mos
Wms Advisors, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - December 2021 · 8 mos
H. Beck, INC.
January 2021 - April 2021 · 3 mos
Grove Point Investments, LLCBroker
August 2020 - December 2024 · 4 yrs 4 mos
State Registrations1 state
MD
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.