Alexander
Doyle

Illumination Wealth Management

CRD#6612154
Investment Advisor
in Rochester, NY

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About this Advisor

Alexander Doyle is a financial advisor based in Rochester, New York, working with Illumination Wealth Management. Alexander has previously held positions at Wmg Partners, Cuba Chamber Of Commerce, Alfred State College, American Portfolios Advisors, Inc, American Portfolios Financial Services, Inc, Mercer Global Advisors Inc, Woodson Wealth Management And Consulting Inc, and Illumination Wealth Management. Alexander has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Alexander is part of Illumination Wealth Management, which operates out of Rochester, New York. The firm has 8 offices and 14 employees. The firm manages assets totaling $307.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Illumination Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Rochester, NY

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Illumination Wealth Management Brokerage Details

Total Assets Under Management

$307,090,824

NY Average: $7,578,581,321
Total Number of Employees

14

NY Average: 43
Total Number of Accounts

970

NY Average: 3,727
Average Account Size

$316,588

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Alexander Doyle Work History

2024 - Present (0 year)

Illumination Wealth Management

2023 - Present (1 year)

Woodson Wealth Management And Consulting Inc

2018 - 2023 (5 years)

Mercer Global Advisors Inc

2016 - 2017 (1 year)

Wmg Partners

2016 - 2017 (1 year)

American Portfolios Advisors, Inc

2016 - 2017 (1 year)

American Portfolios Financial Services, Inc

2015 - 2015 (< 1 year)

Cuba Chamber Of Commerce

2012 - 2016 (4 years)

Alfred State College

Disclosures

Please visit the SEC profile of Alexander Doyle 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 Illumination Wealth Management

Penny Jones
Kilgore, TX
John Kenny
Orinda, CA
Steinar Jewett
Indianapolis, IN
Christopher Tritt
San Diego, CA
Sara Gawick
San Diego, CA
Benjamin Rinkey
San Diego, CA
Alexander Doyle
Rochester, NY
Matthew Rinkey
San Diego, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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