Unclaimed Profile

Alan Ray Rexius

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, Oregon

Clean recordSAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

101 EAST BROADWAY SUITE 480, EUGENE, OR 97401CRD# 2266079Firm CRD# 159419

Profile Verification

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

Identity

Alan Ray Rexius · EUGENE, OR

Registration

CRD #2266079 · SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alan Ray Rexius is a registered financial advisor based in EUGENE, Oregon, affiliated with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2266079

Firm CRD# 159419

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Ray Rexius offer?

Alan Ray Rexius specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.

What are Alan Ray Rexius's credentials?

Alan Ray Rexius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Ray Rexius located?

Alan Ray Rexius is based in EUGENE, Oregon, working with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Alan Ray Rexius charge for services?

Alan Ray Rexius'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 SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC?

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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