AG
Alexander Greer
Cary, NC 27511
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CRD#: 6972526
AG
Professional summary
Alexander Greer, who also goes by Alex Greer, was a registered financial advisor .
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexander had worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Greer
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 24, 2025 - Present
Office #1: 121 Edinburgh South Suite 208, Cary, NC 27511
Cary, NC
Past
March 3, 2023 - October 6, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Cary, NC
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
North Carolina(9/24/2025)
Exams
Current firm
No current employment
Red Flags
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Company Information
No current employment
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