Alexander M. Chandler

BASE WEALTH MANAGEMENT

Jacksonville, FL

Some features on this profile are disabled

CRD#: 5523672

Professional summary

Alexander Michael Chandler, CFP®, who also goes by Alexander Chandler, Alexander M Chandler, is a registered financial advisor currently at BASE WEALTH MANAGEMENT located in Jacksonville, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alexander has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander Chandler | Alexander M Chandler

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)Name of Business: Fleishel Financial Associates Address: 12443 San Jose Blvd Ste 601, Jacksonville, FL, 32223-8652, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Duties as a Financial Advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Michael Chandler'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®

CRD#: 6694

Jacksonville, FL

Past

July 13, 2018 - April 19, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

December 11, 2009 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

July 22, 2008 - April 18, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, 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".

BASE WEALTH MANAGEMENT

BASE WEALTH MANAGEMENT | BASE WEALTH MANAGEMENT, LLC | BASE WEALTH MANAGEMENT LLC

CRD#: 321991 / SEC#: 801-126672

RIA

Registered Investment Advisory firm - (9/30/2022 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

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BASE WEALTH MANAGEMENT

BASE WEALTH MANAGEMENT | BASE WEALTH MANAGEMENT, LLC | BASE WEALTH MANAGEMENT LLC

CRD#: 321991 / SEC#: 801-126672

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7301 Merchant Court Suite A, Lakewood Ranch, FL 34240

Mailing Address

Phone number

(941) 203-6040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BASE WEALTH MANAGEMENT BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,931
AUM (Assets Under Management)	$ 269,917,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander M. Chandler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HERITAGE FINANCIAL ADVISORY, LLC

FLEISHEL FINANCIAL ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BASE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2009

Series 63

Date: 6/23/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2009

Series 6

Date: 7/21/2008

Current Firm

BASE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BASE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors