Alexander
Wallerich
Kestra Advisory Services, LLC
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About this Advisor
Alexander Wallerich is a financial advisor operating in Austin, Texas, with 6 years of relevant experience. Wallerich currently works for Kestra Advisory Services, LLC. Throughout their career, they have worked at The Railhouse Grill, New York Life Insurance Company, Nylife Securitites LLC, Jmc Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Wallerich has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Minnesota. Kestra Advisory Services, LLC is a company operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It handles $42 billion in assets among its 140,407 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on the type of services. However, fees billed by Kestra Advisory Services, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Alexander Wallerich Work History
Alexander has been registered as a financial advisor for 6 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
The Railhouse Grill
New York Life Insurance Company
Nylife Securitites LLC
Jmc Inc
*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 Alexander Wallerich 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 Kestra Advisory Services, LLC
Canton, OH
Austin, TX
Saint Augustine, FL
Austin, TX
Austin, TX
Lincoln, NE
Charlotte, NC
Grand Rapids, MI
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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