Alexander H Dorell
CFP®Professional Summary
Alexander H Dorell, CFP®, who also goes by Alexander Haynes Dorell, Alex Dorell, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Bellevue, Washington. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Alexander has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alexander Haynes Dorell, Alex Dorell
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC
Contact Information
Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004Phone Number
(206) 533-3670# of Employees
9SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,259AUM (Assets Under Management)
$555,755,695Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC
State Registrations and Notice Filings
(3/11/2022)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Feb 2016About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2015About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alexander H Dorell's CRS (Customer Relationship Summary).
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