AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AM

Alexander Mezheritsky

QUANTRIVER FINANCIAL
FORT MYERS, FL
·CRD# 2253822·34 years experience

Professional Summary

Alexander Mezheritsky is a registered financial advisor currently at QUANTRIVER FINANCIAL, LLC located in Fort Myers, Florida. Alexander is registered as a RR (Registered Representative) and started their career in finance in 1992. Alexander has worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
View profile
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

Years of Experience

34 years in the financial services industry

Current & Past Employments

QUANTRIVER FINANCIAL, LLC·CRD# 153906
BD
1. 6430 Plantation Park Court Suite 310, Fort Myers, FL 339662. 6430 Plantation Park Court Suite 310, Fort Myers, FL 33966
December 10, 2010 - Present
TRANSCEND CAPITAL·CRD# 104483
BD
Austin, TX
October 11, 2010 - January 5, 2011
NWT FINANCIAL GROUP, LLC·CRD# 140145
BD
Woburn, MA
August 20, 2007 - May 10, 2010
OFFMAN SECURITIES, LLC·CRD# 133675
BD
New York, NY
April 27, 2007 - August 16, 2007
G-2 TRADING,LLC·CRD# 44018
BD
New York, NY
May 8, 2006 - June 30, 2006
ON-SITE TRADING, INC.·CRD# 30271
BD
Great Neck, NY
October 8, 1999 - February 17, 2000
ALL-TECH DIRECT, INC.·CRD# 13992
BD
Montvale, NJ
May 19, 1997 - October 10, 1997
DOMESTIC SECURITIES, INC.·CRD# 34721
BD
Montvale, NJ
September 9, 1994 - May 15, 1995
ALL-TECH DIRECT, INC.·CRD# 13992
BD
Montvale, NJ
November 3, 1993 - May 15, 1995
SOUTH RICHMOND SECURITIES, INC.·CRD# 14913
BD
August 19, 1992 - November 11, 1992

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

Current Firm

QF
QUANTRIVER FINANCIAL, LLC

QUANTRIVER FINANCIAL, LLC

CRD#: 153906 / SEC#: 8-68590
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

6430 Plantation Park Court Suite 310, Fort Myers, FL 33966

Mailing Address

6430 Plantation Park Court Suite 310, Fort Myers, FL 33966

Phone Number

(239) 244-8787

Established

Florida since 03/31/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MEZ CAPITAL, INC.MANAGING MEMBER—
MEZHERITSKY, ALEXANDERCEO / PRES / CCO2253822
SELF, JONATHAN ANDREWCFO/FINOP4497531

Disclosures

Regulatory Event

1

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(12/13/2010)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 1999

Series 7 — General Securities Representative Examination

Passed Aug 1992About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jun 2010About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Alexander Mezheritsky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Steven Richard Adelson
Steven Richard Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

Fort Myers, FL · CRD#
Ross B Feldman
Ross B Feldman

PARK AVENUE SECURITIES LLC

Saint Cloud, FL · CRD#
PM
Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FORT MYERS, FL · CRD#
AM
Follow Alexander
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required