Alexander H. Hagstrom
Professional summary
Alexander Henry Hagstrom, who also goes by Alex Hagstrom, is a registered financial advisor currently at STRATEGY ASSET MANAGERS L.L.C. located in Pasadena, California.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alexander has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Henry Hagstrom's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2018 - Present
STRATEGY ASSET MANAGERS L.L.C.
Office #1: 790 E. Colorado Blvd Suite 200, Pasadena, CA 91101June 21, 2018 - January 2, 2020
HOLLY STREET WEALTH ADVISORS
May 15, 2017 - April 25, 2019
FUNDAMENTAL CAPITAL MANAGEMENT, LLC
Primary Firm SEC Registration
STRATEGY ASSET MANAGERS L.L.C.
CRD#: 109939 / SEC#: 801-60049
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/21/2018)
Current Firm
STRATEGY ASSET MANAGERS L.L.C.
CRD#: 109939 / SEC#: 801-60049
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,099 |
| AUM (Assets Under Management) | $ 741,546,605 |
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.
