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Alexis Christine Waadt

WALL STREET ASSOCIATES, LLC·LA JOLLA, California
Unclaimed Profile
1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 1490069Firm CRD# 105494
01

About

Alexis Christine Waadt is a registered financial advisor based in LA JOLLA, California, affiliated with WALL STREET ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WALL STREET ASSOCIATES, LLC
WALL STREET ASSOCIATES
AUM
$366M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WALL STREET ASSOCIATES, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1490069
Firm CRD# 105494
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexis Christine Waadt offer?
Alexis Christine Waadt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.
What are Alexis Christine Waadt's credentials?
Alexis Christine Waadt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexis Christine Waadt located?
Alexis Christine Waadt is based in LA JOLLA, California, working with WALL STREET ASSOCIATES, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Alexis Christine Waadt charge for services?
Alexis Christine Waadt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALL STREET ASSOCIATES, LLC?
WALL STREET ASSOCIATES, LLC has approximately 10 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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