AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AS

Alexandra R. Stickelman

ROOT FINANCIAL PARTNERS
Middletown, MD
Some features on this profile are disabled
CRD#: 6408420
AS

Professional summary

Alexandra Rose Addington Stickelman, who also goes by Alexandra R Addington, Alexandra Rose Stickelman, Alex Stickelman, is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Middletown, Maryland.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alexandra has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexandra R Addington | Alexandra Rose Stickelman | Alex Stickelman

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 Alexandra Rose Addington Stickelman'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®
None

Experience

Current

March 27, 2025 - Present

ROOT FINANCIAL PARTNERS

RIA
CRD#: 290289
Middletown, MD
Past

August 26, 2024 - March 21, 2025

ROSSBY FINANCIAL, LLC

RIA
CRD#: 324631
Middletown, MD
Past

July 15, 2019 - April 11, 2024

TURNING POINT FINANCIAL

RIA
CRD#: 301282
FREDERICK, MD
Past

July 15, 2019 - January 31, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Frederick, MD
Past

July 5, 2019 - July 8, 2019

TURNING POINT FINANCIAL

RIA
CRD#: 301282
FREDERICK, MD
Past

October 7, 2015 - July 23, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Frederick, MD
Past

April 22, 2015 - July 23, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FREDERICK, MD

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".
ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA
Registered Investment Advisory firm - (7/8/2022 Approved)
California
Registered Investment Advisory firm - (8/11/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)

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
Maryland
(3/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/21/2017
General Securities Principal Examination

Current Firm

ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA
Registered Investment Advisory firm - (7/8/2022 Approved)
California
Registered Investment Advisory firm - (8/11/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
801 Barton Springs Rd, Austin, TX 78704
Mailing Address
1106 2nd Street Suite 102, Encinitas, CA 92024
Phone number
(760) 452-0720
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts4,110
AUM (Assets Under Management)$ 2,147,774,389

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

ROOT FINANCIAL PARTNERS

ROOT FINANCIAL PARTNERS

CRD#: 290289Middletown, MD

TRUST BUT VERIFY

Monitor Alexandra Stickelman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.