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Alexander Bryan

1 Year of Experience
Broker

Alexander Bryan is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2750 Park East Drive Suite 200, Beachwood, OH, 44122

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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 affiliated with Stratos Wealth Partners in multiple capacities, including as a DBA for LPL business and providing administrative support to Stratos Wealth Partners, LTD. These activities are investment-related and take up nearly all of Alexander's time.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 3 mos
Stratos Wealth Partners, LTD
January 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - December 2024 · 1 mo
LPL Enterprise, LLCBroker
November 2024 - December 2024 · 1 mo
Prudential Financial Planning Services
July 2024 - November 2024 · 4 mos
Pruco Securities, LLC.Broker
March 2024 - November 2024 · 8 mos
State Registrations2 states
OHTX
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.