Alexander Navarro
Professional summary
Alexander Navarro, CFP®, ChFC®, CLU®, who also goes by Alex Hedges Navarro, Alex Navarro, Alexander Hedges Navarro, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bal Harbour, Florida and TRUIST INVESTMENT SERVICES, INC. located in Bal Harbour, Florida.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Alexander has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Navarro's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9600 Collins Ave Fl 2, Bal Harbour, FL 33154June 22, 1999 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9600 Collins Ave, Bal Harbour, FL 33154June 25, 1999 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 11, 1994 - December 6, 1994
FORESTERS FINANCIAL SERVICES, INC.
February 10, 1989 - April 17, 1989
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 1, 1987 - December 6, 1988
KIDDER, PEABODY & CO. INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/25/2007)
(6/25/1999)
(9/13/2016)
(2/1/2018)
(8/3/2021)
(2/28/2019)
(1/26/2007)
(6/2/2003)
(3/7/2019)
(4/9/2019)
(10/6/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Bal Harbour, FL 33154TRUST BUT VERIFY
Monitor Alexander Navarro
Get automatic monthly alerts on:
