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Michael W. Alexander

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CRD#: 5001481
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Winston Alexander, who also goes by Michael W Alexander, Michael Alexander, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2006. Michael had worked at 9 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael W Alexander | Michael Alexander

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 31, 2013 - July 30, 2014

SIGNALWISE LLC

RIA
CRD#: 152735
HOUSTON, TX
Past

November 15, 2010 - October 21, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
HOUSTON, TX
Past

November 15, 2010 - October 21, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
HOUSTON, TX
Past

November 15, 2010 - October 21, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
HOUSTON, TX
Past

October 28, 2009 - November 12, 2010

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
THE WOODLANDS, TX
Past

October 28, 2009 - November 12, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
THE WOODLANDS, TX
Past

September 29, 2008 - April 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

September 19, 2008 - April 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

October 22, 2007 - April 1, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
HOUSTON, TX
Past

October 22, 2007 - April 1, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HOUSTON, TX
Past

April 2, 2007 - September 6, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
HOUSTON, TX
Past

April 2, 2007 - September 6, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
HOUSTON, TX
Past

March 15, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
HOUSTON, TX
Past

March 15, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
HOUSTON, TX
Past

April 26, 2006 - December 31, 2006

RESOURCE HORIZONS GROUP LLC

RIA
CRD#: 104368
HOUSTON, TX
Past

March 2, 2006 - December 31, 2006

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/30/2007
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SL
SIGNALWISE LLC
SIGNALWISE LLC | STERN BROTHERS ASSET MANAGEMENT, LLC

CRD#: 152735 / SEC#:

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Contact information


Main Address
Boise, ID
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SIGNALWISE LLC

CRD#: 152735

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