Unclaimed Profile

Alexander Mark Medici

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island

SIE, Series 7, Series 63, Series 66Clean record10 years registeredWEALTH MANAGEMENT RESOURCES, INC.

28 CEDAR SWAMP ROAD, SMITHFIELD, RI 02917CRD# 5738695Firm CRD# 45452

Profile Verification

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

Identity

Alexander Mark Medici · SMITHFIELD, RI

Registration

CRD #5738695 · WEALTH MANAGEMENT RESOURCES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC.

Oct 2018 – Mar 2023

SMITHFIELD, RI

INDEPENDENT FINANCIAL PARTNERS

Feb 2017 – Jul 2018

Foxboro, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2015 – Jan 2017

GREENVILLE, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · October 27, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT RESOURCES, INC.

CRD 45452 · SEC 801-57281

AUM

$339M

Regulatory assets under management

Employees

1,450 client accounts

Services offered by WEALTH MANAGEMENT RESOURCES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH MANAGEMENT RESOURCES, INC. →

Introduction

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Frequently Asked Questions

What services does Alexander Mark Medici offer?

Alexander Mark Medici specializes in Financial Planning, Investment Management, Wealth Management.

What are Alexander Mark Medici's credentials?

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

Where is Alexander Mark Medici located?

Alexander Mark Medici is based in SMITHFIELD, Rhode Island, last registered with WEALTH MANAGEMENT RESOURCES, INC..

How does Alexander Mark Medici charge for services?

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

How large is WEALTH MANAGEMENT RESOURCES, INC.?

WEALTH MANAGEMENT RESOURCES, INC. has approximately 10 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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