Alexander Guidotti (CRD# 727870) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Sep 1999 - Current | 24 |
| Karr Barth Financial Planning, Inc. | Bala Cynwyd, PA | Jul 1991 - Current | 32 |
| Axa Advisors, LLC | New York, NY | Sep 1999 - Jun 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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