Unclaimed Profile

Howard Trotter Alexander

COBIZ INVESTMENT MANAGEMENT, LLC.·DENVER, Colorado

Series 63Clean record32 years registeredCOBIZ INVESTMENT MANAGEMENT, LLC.

1099 18TH STREET, DENVER, CO 80202-1942CRD# 2014470Firm CRD# 125910

Profile Verification

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

Identity

Howard Trotter Alexander · DENVER, CO

Registration

CRD #2014470 · COBIZ INVESTMENT MANAGEMENT, LLC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COBIZ INVESTMENT MANAGEMENT, LLC.

BOK FINANCIAL PRIVATE WEALTH, INC.

Jun 2019 – Sep 2019

DENVER, CO

COBIZ WEALTH

Sep 2003 – Sep 2019

DENVER, CO

ALEXANDER CAPITAL MANAGEMENT GROUP, INC.

Dec 1993 – Apr 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · December 3, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COBIZ WEALTH, LLC

CRD 125910 · SEC 801-62035

AUM

$968M

Regulatory assets under management

Employees

1,099 client accounts

Services offered by COBIZ 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 COBIZ WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Howard Trotter Alexander offer?

Howard Trotter Alexander specializes in Financial Planning, Investment Management, Wealth Management.

What are Howard Trotter Alexander's credentials?

Howard Trotter Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Trotter Alexander located?

Howard Trotter Alexander is based in DENVER, Colorado, last registered with COBIZ INVESTMENT MANAGEMENT, LLC..

How does Howard Trotter Alexander charge for services?

Howard Trotter Alexander's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBIZ INVESTMENT MANAGEMENT, LLC.?

COBIZ INVESTMENT MANAGEMENT, LLC. has approximately 21 employees and manages $968M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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