Alexas
Cabral

Ae Wealth Management, LLC

CRD#7008314
Investment Advisor
in Warwick, RI

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About this Advisor

Alexas Cabral is a financial advisor based in Warwick, Rhode Island, working with Ae Wealth Management, LLC. Alexas has previously held positions at Designer Shoe Warehouse, Country Inn Restaurant, University Of Rhode Island, Enterprise Holdings, Ritrovo Pub, Citizens Bank, Citizens Securities, Inc, Massey And Associates, Inc, Suzy, Notary Public, and Ae Wealth Management, LLC. Alexas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Alexas is part of Ae Wealth Management, LLC, which operates out of Warwick, Rhode Island. 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 63, Series 65

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

250 F Centerville Rd
Warwick, RI 02886

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

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

578

RI Average: 44
Total Number of Accounts

277,294

RI Average: 4,091
Average Account Size

$97,668

RI 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

Alexas Cabral Work History

2023 - Present (2 years)

Massey And Associates, Inc

2023 - Present (2 years)

Ae Wealth Management, LLC

2022 - Present (3 years)

Suzy

2018 - Present (7 years)

Notary Public

2019 - 2023 (4 years)

Citizens Securities, Inc

2018 - 2019 (1 year)

Citizens Bank

2018 - 2019 (1 year)

Citizens Securities, Inc

2017 - 2018 (1 year)

Enterprise Holdings

2017 - 2017 (< 1 year)

Ritrovo Pub

2015 - 2016 (1 year)

Country Inn Restaurant

2015 - 2018 (3 years)

University Of Rhode Island

2012 - 2015 (3 years)

Designer Shoe Warehouse

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alexas Cabral 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

Nolan Morgan
Bend, OR
Andrew Hackworth
Dayton, OH
Elizabeth Zarate
Scottsdale, AZ
Morgan Gray
Fort Collins, CO
Jeremiah Sullivan
Topeka, KS
Elijah Levi Sheffield
Huntsville, AL
Stewart Smith
Greenville, SC
Nicholas Taylor
Topeka, KS

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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