Alexander
Staverosky

Ae Wealth Management, LLC

CRD#7171282
Investment Advisor
in Englewood, CO

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About this Advisor

Alexander Staverosky is a financial advisor based in Englewood, Colorado, working with Ae Wealth Management, LLC. Alexander has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank. N.A, Lululemon Athletica, Perfect Pools Colorado, Sunlife Organics, Cubsq Bbq, Emerson Equity LLC, Ridgegate Advisors, LLC, Lululemon, Ae Wealth Management, LLC, Ridgegate Alternatives, and Ridgegate Insurance. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Alexander is part of Ae Wealth Management, LLC, which operates out of Englewood, Colorado. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8310 S Valley Hwy Ste 100
Englewood, CO 80112

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

CO Average: $2,243,162,756
Total Number of Employees

578

CO Average: 44
Total Number of Accounts

277,294

CO Average: 4,091
Average Account Size

$97,668

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alexander Staverosky Work History

2022 - Present (2 years)

Ae Wealth Management, LLC

2022 - Present (2 years)

Ridgegate Alternatives

2021 - Present (3 years)

Emerson Equity LLC

2021 - Present (3 years)

Ridgegate Advisors, LLC

2018 - Present (6 years)

Ridgegate Insurance

2021 - 2021 (< 1 year)

Lululemon

2019 - 2020 (1 year)

J.P. Morgan Securities LLC

2019 - 2020 (1 year)

Jpmorgan Chase Bank. N.A

2018 - 2019 (1 year)

Lululemon Athletica

2017 - 2017 (< 1 year)

Cubsq Bbq

2016 - 2017 (1 year)

Sunlife Organics

2016 - 2018 (2 years)

Sunlife Organics

2016 - 2019 (3 years)

Cubsq Bbq

2014 - 2016 (2 years)

Perfect Pools Colorado

Disclosures

Please visit the SEC profile of Alexander Staverosky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ae Wealth Management, LLC

Stewart Smith
Greenville, SC
Jennifer Cramer
Marietta, GA
Troy Todd
Elizabethtown, KY
Michael Bui
Argyle, TX
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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