Unclaimed Profile

Alex G Markowitz

ALTERI WEALTH LLC·WESTLAKE VILLAGE, California

SIE, Series 7, Series 66Clean record14 years registeredALTERI WEALTH LLC

4195 EAST THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 5891998Firm CRD# 331100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alex G Markowitz · WESTLAKE VILLAGE, CA

Registration

CRD #5891998 · ALTERI WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

ALTERI WEALTH

May 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2011 – May 2024

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 20, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTERI WEALTH LLC

CRD 331100 · SEC 801-130234

AUM

$657M

Regulatory assets under management

Employees

730 client accounts

Services offered by ALTERI WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTERI WEALTH LLC →

Introduction

Speak with Alex

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alex is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTLAKE VILLAGE?

Browse all registered financial advisors in WESTLAKE VILLAGE, California or claim this profile if it's yours.

Browse WESTLAKE VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alex G Markowitz offer?

Alex G Markowitz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Alex G Markowitz's credentials?

Alex G Markowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alex G Markowitz located?

Alex G Markowitz is based in WESTLAKE VILLAGE, California, working with ALTERI WEALTH LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Alex G Markowitz charge for services?

Alex G Markowitz'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 ALTERI WEALTH LLC?

ALTERI WEALTH LLC has approximately 7 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →