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Alexander Bryan Doll

Alexander B. Doll

ANFIELD WEALTH MANAGEMENT
Cleveland, OH
Some features on this profile are disabled
CRD#: 5913584
Alexander Bryan Doll

Professional summary

Alexander Bryan Doll, CFP®, who also goes by Alexander Bryan Doll, Alexander Doll, is a registered financial advisor currently at ANFIELD WEALTH MANAGEMENT located in Cleveland, Ohio.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexander has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Bryan Doll | Alexander Doll

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) - RIA

Click below to view Alexander Bryan Doll's 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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 27, 2020 - Present

ANFIELD WEALTH MANAGEMENT

RIA
CRD#: 297329
Cleveland, OH
Past

April 21, 2020 - September 10, 2021

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

RIA
CRD#: 138851
AKRON, OH
Past

May 29, 2018 - July 31, 2020

ANFIELD WEALTH MANAGEMENT

RIA
CRD#: 297329
CLEVELAND, OH

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
Ohio
(10/27/2020)

Exams

Current Firm

AW
ANFIELD WEALTH MANAGEMENT
ANFIELD WEALTH MANAGEMENT | ANFIELD WEALTH MANAGEMENT LLC

CRD#: 297329 / SEC#:

Ohio
Registered Investment Advisory firm - (10/12/2020 Approved)
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Contact information

Main Address
Cleveland, OH
Mailing Address
Phone number
(330) 592-3870
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts40
AUM (Assets Under Management)$ 13,150,000

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.

Company Information

ANFIELD WEALTH MANAGEMENT

CRD#: 297329Cleveland, OH

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