Alejandro
Nazario
T.O.S. Advisors, LLC
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About this Advisor
Alejandro Nazario is a certified financial planner based in Houston, Texas, with a total of 6 years of relevant experience. Nazario is currently employed by T.O.S. Advisors, LLC. During their career, Nazario has held roles at Ubs Financial Services Inc, Vanderbilt University and T.O.S. Advisors, LLC. Nazario holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. T.O.S. Advisors, LLC is a business based in Houston, TX. It handles $272 million in assets among its 356 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 356 customer accounts, 85% are held by high-net-worth individuals who have at least $1 million in assets. T.O.S. Advisors, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees billed by T.O.S. Advisors, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T.O.S. Advisors, LLC Brokerage Details
$272,308,596
3
356
$764,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alejandro Nazario Work History
Alejandro has been registered as a financial advisor for 6 years.*
T.O.S. Advisors, LLC
Ubs Financial Services Inc
Ubs Financial Services Inc
Vanderbilt 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 Alejandro Nazario 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 T.O.S. Advisors, LLC
Houston, TX
Houston, TX
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.
