AC
Alexandre S. Costa
BARE WEALTH ADVISORS
Gap, PA 17527
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CRD#: 5563601
AC
Professional summary
Alexandre S Costa is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania.
Alexandre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alexandre has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 CROSSINGS AT EXTON STATION POSITION: Board Member NATURE: I am a member of my homeowners' association board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 109 Percheron Dr, Spring City PA 19475 DESCRIPTION: I am responsible for approving architectural requests from residents as well as making decisions to improve our community. THE COSTA FAMILY TRUST POSITION: Trustee NATURE: My family trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2016 ADDRESS: 264 Walnut Springs Ct, West Chester PA 19380 DESCRIPTION: This is a trust that was created for my immediate family and my wife and I are trustees of the trust. Currently there is no business being conducted from the trust. The only asset in the name of the trust is my primary residence. INSURANCE AGENT POSITION: Employee NATURE: Insurance licensed and assist with insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/28/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide clients with quotes and assist with completing applications for insurance BARE WEALTH ADVISORS POSITION: Investment Advisory Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisory advice Review advisory account and provide investment recommendation in advisory accounts
CRS (Client Relationship Summary) - RIA
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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
October 16, 2023 - Present
BARE WEALTH ADVISORS
Office #1: 835 Houston Run Drive Suite 260, Gap, PA 17527RIA
CRD#: 328043
Gap, PA
Past
November 2, 2020 - May 31, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
GAP, PA
Past
November 2, 2020 - May 31, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GAP, PA
Past
January 13, 2015 - November 2, 2020
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Malvern, PA
Past
September 12, 2008 - November 2, 2020
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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".
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 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
Pennsylvania(10/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Houston Run Drive Suite 260, Gap, PA 17527
Mailing Address
Phone number
(717) 407-5200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,283 |
| AUM (Assets Under Management) | $ 509,336,137 |
Red Flags
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Company Information
BARE WEALTH ADVISORS
CRD#: 328043Gap, PA 17527TRUST BUT VERIFY
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