Alexandra
Livadas

Wells Trecaso Financial Group, LLC

CRD#6342690
Investment Advisor
in Akron, OH

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About this Advisor

Alexandra Livadas is a certified financial planner working in Akron, Ohio with a total of 2 years of industry experience. Livadas is on the advisory team at Wells Trecaso Financial Group, LLC. During their career, the advisor has held roles at Paisley'S On High, State And Federal Communications, Miami University, First Investors Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cabot Lodge Securities LLC and Wells Trecaso Financial Group, LLC. Livadas has Series 66 and Series 63 licenses, designating them as a securities broker, and is able to work in Ohio. Wells Trecaso Financial Group, LLC is an advisory business based out of Akron, OH. It oversees $425 million in assets under management among its 1,165 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 1,165 accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services offered. However, fee types charged by Wells Trecaso Financial Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

Fee Structure

Percentage of Assets

Office Location

3560 West Market Street Suite 340
Akron, OH 44333

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Wells Trecaso Financial Group, LLC Brokerage Details

Total Assets Under Management

$424,686,318

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

1,165

OH Average: 1,972
Average Account Size

$364,538

OH Average: $1,068,125

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

Alexandra Livadas Work History

Alexandra has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cabot Lodge Securities LLC

2021 - Present (3 years)

Wells Trecaso Financial Group, LLC

2016 - 2021 (5 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

First Investors Corporation

2015 - 2021 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

First Investors Corporation

2013 - 2014 (1 year)

Paisley'S On High

2013 - 2013 (< 1 year)

State And Federal Communications

2010 - 2014 (4 years)

Miami University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexandra Livadas 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 Wells Trecaso Financial Group, LLC

Alexandra Livadas
Akron, OH
Douglas Wells
Akron, OH
Ralph Trecaso
Akron, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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