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AG

Alandress Gardner Jr

DWP
GROSSE POINTS FARMS, MI
·CRD# 2744818·30 years experience

Professional Summary

Alandress Gardner JR, who also goes by Alandress (jr) Gardner, is a registered financial advisor currently at DWP located in Grosse Points Farms, Michigan. Alandress is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Alandress has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alandress (jr) Gardner

Blog Corner

More Resources

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

Current

DWPCurrent·CRD# 121841
RIA
18720 Mack Avenue Suite 100, Grosse Points Farms, MI 48236
July 2, 2010 - Present

Past

MORGAN STANLEY DW INC.Past·CRD# 7556
BD
Purchase, NY
February 9, 1999 - August 29, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
July 10, 1996 - January 11, 1999

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Current Firm

DW
DWP

DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION

CRD#: 121841 / SEC#: 801-63581
RIA
Registered Investment Advisory firm - SEC (10/29/2004 Approved)
Michigan
Registered Investment Advisory firm - Michigan (12/15/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

90 Kercheval Avenue, Grosse Pointe Farms, MI 48236

Phone Number

(313) 885-0114

# of Employees

6

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESERANNO WEALTH PLANNING DISCLOSURE BROCHURE (2/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

333

AUM (Assets Under Management)

$207,987,834

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

GARDNER FINANCIAL AND LIFE PLANNING; INVESTMENT RELATED; 4750 FAIRWAY RIDGE SOUTH, WEST BLOOMFIELD, MI 48323; SOLE MBR; INVESTMENT ADVICE; START DATE 11/01/2008; HOURS OF WORK ARE PERFORMED PRIMARILY THROUGH RELATIONSHIP WITH DESERRANO WEALTH MANAGEMENT.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DWP

DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION

CRD#: 121841 / SEC#: 801-63581
RIA
Registered Investment Advisory firm - SEC (10/29/2004 Approved)
Michigan
Registered Investment Advisory firm - Michigan (12/15/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(7/2/2010)
IAR
Texas
(5/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1996About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed Dec 2001About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jul 1996About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alandress Gardner JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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