Alexandra F. Phillips
OBERMEYER WEALTH PARTNERS | Executive Vice President and Partner
Aspen, CO 81611
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CRD#: 2810726
Professional summary
Alexandra Flynn Phillips, who also goes by Alexandra Mary Flynn, Alexandra Flynn, Ali Flynn, is a registered financial advisor currently at OBERMEYER WEALTH PARTNERS located in Aspen, Colorado.
Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alexandra has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Ali manages client relationships, working closely with individuals and multigenerational families, and advises on asset allocation and investment strategy. She is a member of our Executive Committee, overseeing our operations and spearheading the firm’s strategic initiatives.
Ali has worked in the financial industry for over 25 years, joining Obermeyer in 2005. As a vice president at Goldman Sachs, she worked in debt capital markets and corporate derivatives and on the Fixed Income division's internal strategy team. Earlier, at Salomon Brothers in the US and London, Ali advised corporate clients on strategic alliances, risk-management policies, and capital-raising transactions. Ali earned her BA, cum laude, from Middlebury College with honors in economics. She is a board member and treasurer for the Aspen Center for Environmental Studies Endowment Fund and for Theatre Aspen, and served on the advisory boards for Schwab Advisor Services and the Vanguard Leadership Group of the Aspen Institute. Ali is included on Barron's "Top 1200 Financial Advisors", Forbes' "Best-in-State Wealth Advisors" (2018-2021) and "Top Women Wealth Advisors" (2017-2021) lists. Working Mother/Shook Research also named her one of America's "Top Wealth Advisor Moms" (2017-2020).
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Alexandra Mary Flynn | Alexandra Flynn | Ali Flynn
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.
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Flynn Phillips's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 19, 2005 - Present
OBERMEYER WEALTH PARTNERS
Office #1: 501 Rio Grande Place Suite 107, Aspen, CO 81611RIA
CRD#: 110069
Aspen, CO
Past
August 5, 1998 - March 24, 2004
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
January 8, 1997 - July 21, 1998
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
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".
OW
OBERMEYER WEALTH PARTNERS
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
CRD#: 110069 / SEC#: 801-54953
RIA
Registered Investment Advisory firm - (10/10/1997 Approved)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.Highlighted states indicate IAR registrations
IAR
Colorado(12/19/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
OW
OBERMEYER WEALTH PARTNERS
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
CRD#: 110069 / SEC#: 801-54953
RIA
Registered Investment Advisory firm - (10/10/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Rio Grande Place Suite 107, Aspen, CO 81611
Mailing Address
Phone number
(970) 925-8747
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,552 |
| AUM (Assets Under Management) | $ 2,605,361,223 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 06/27/2024 | ||
| 12/22/2023 | ||
| 02/06/2023 |
Red Flags
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Company Information
OBERMEYER WEALTH PARTNERS
Executive Vice President and PartnerCRD#: 110069Aspen, CO 81611TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
