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AP

Alexander M. Page

PAGE CAPITAL PRIVATE WEALTH MANAGEMENT
Walnut Creek, CA
Some features on this profile are disabled
CRD#: 6781446
AP

Professional summary

Alexander Michael Page is a registered financial advisor currently at PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC located in Walnut Creek, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alexander has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Page'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

September 9, 2022 - Present

PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 323081
Walnut Creek, CA
Past

August 4, 2017 - September 30, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Pleasanton, CA
Past

June 13, 2017 - September 30, 2022

MORGAN STANLEY

BD
CRD#: 149777
Pleasanton, CA

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
(9/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/4/2017
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: 6/13/2017
General Securities Representative Examination

Current Firm

PC
PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC
PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 323081 / SEC#: 801-126526

RIA
Registered Investment Advisory firm - (2/10/2023 Terminated)
California
Registered Investment Advisory firm - (2/9/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Walnut Creek, CA
Mailing Address
Phone number
(925) 216-4624
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 55,530,721

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

PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 323081Walnut Creek, CA

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