Alexander Triska

THE LIFE WEALTH GROUP

WINTER GARDEN, FL 34787

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CRD#: 4775272

Professional summary

Alexander Triska, who also goes by Alexander E Triska, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Alexander has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander E Triska

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.

1.) The LifeWealth Group; Address: 270 W Plant St Suite 240, Winter Garden, FL 34787; Investment Related: Yes; Position: Insurance Agent; Duties: Insurance sales and services. 2.) Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes, Investment Related; Broker Dealer; Registered Representative; Start Date 08/2024; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 3.) LifeWealth Investments, LLC; Yes Investment Related; 270 W. Plant Street, Suite 240, Winter Garden FL 34787; Position: Registered Investment Adviser; Wealth Management; Start Date: 11/2024; Approx 120 hour per month; Approx 120 hours during trading; Investment Management and Financial Planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

November 20, 2024 - Present

THE LIFE WEALTH GROUP

Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787

RIA

CRD#: 332978

WINTER GARDEN, FL

Current

August 5, 2024 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787

RIA

CRD#: 23224

Winter Garden, FL

Past

August 9, 2024 - May 1, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Winter Garden, FL

Past

July 2, 2024 - July 31, 2024

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Orlando, FL

Past

March 30, 2024 - July 31, 2024

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

ORLANDO, FL

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".

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/5/2024)

IAR

Florida
(11/20/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/30/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/13/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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Contact information

Main Address

270 W. Plant Street Ste. 240, Winter Garden, FL 34787

Mailing Address

Phone number

(407) 299-4129

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 177,712,580

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.

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Advisor Monitoring

Firm Stability Insights

Alexander Triska

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

THE LIFE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2024

Series 63

Date: 4/8/2024

Series 6TO

Date: 3/30/2024

SIE

Date: 3/13/2024

FINRA

Current Firm

THE LIFE WEALTH GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE LIFE WEALTH GROUP

TRUST BUT VERIFY

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