Alexander W. Flecker

MEASURED RISK PORTFOLIOS

San Diego, CA 92121

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CRD#: 6523789

Professional summary

Alexander William Flecker, CIMA®, who also goes by Alexander Flecker, is a registered financial advisor currently at MEASURED RISK PORTFOLIOS located in San Diego, California.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander Flecker

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 William Flecker'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 31, 2023 - Present

MEASURED RISK PORTFOLIOS

Office #1: 5230 Carroll Canyon Road #224, San Diego, CA 92121

RIA

CRD#: 141422

San Diego, CA

Past

April 3, 2023 - July 7, 2023

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

February 9, 2018 - September 15, 2022

HRC FUND ASSOCIATES, LLC

CRD#: 142846

NEW YORK, NY

Past

August 8, 2016 - January 22, 2018

MORGAN STANLEY

RIA

CRD#: 149777

GARDEN CITY, NY

Past

August 8, 2016 - January 22, 2018

MORGAN STANLEY

CRD#: 149777

GARDEN CITY, NY

Past

November 24, 2015 - July 13, 2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HAUPPAUGE, NY

Past

October 29, 2015 - November 11, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBURY, NY

Past

September 10, 2015 - November 11, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBURY, NY

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".

MEASURED RISK PORTFOLIOS

KINGSROAD FINANCIAL & INSURANCE SERVICES | MEASURED RISK PORTFOLIOS, INC. | MEASURED RISK PORTFOLIOS | KINGSROAD FINANCIAL INSURANCE SERVICES, INC.

CRD#: 141422 / SEC#: 801-80124

RIA

Registered Investment Advisory firm - (8/14/2014 Approved)

California

Registered Investment Advisory firm - (10/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(8/31/2023)

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

State Security Law Exam

IAR

Series 66

Date: 10/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2015

General Securities Representative Examination

Current Firm

MEASURED RISK PORTFOLIOS

KINGSROAD FINANCIAL & INSURANCE SERVICES | MEASURED RISK PORTFOLIOS, INC. | MEASURED RISK PORTFOLIOS | KINGSROAD FINANCIAL INSURANCE SERVICES, INC.

CRD#: 141422 / SEC#: 801-80124

RIA

Registered Investment Advisory firm - (8/14/2014 Approved)

California

Registered Investment Advisory firm - (10/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

5230 Carroll Canyon Road #224, San Diego, CA 92121

Mailing Address

Phone number

(858) 935-1125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,456
AUM (Assets Under Management)	$ 399,968,279

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.

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Firm Stability Insights

Alexander W. Flecker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander William Flecker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADP BROKER-DEALER, INC.

HRC FUND ASSOCIATES, LLC

MORGAN STANLEY

MORGAN STANLEY

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MEASURED RISK PORTFOLIOS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2015

Current Firm

MEASURED RISK PORTFOLIOS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED RISK PORTFOLIOS

TRUST BUT VERIFY

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