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AG

Alexander Greer

PATHFINDER WEALTH CONSULTING
Cary, NC 27511
Some features on this profile are disabled
CRD#: 6972526
AG

Professional summary

Alexander Greer, who also goes by Alex Greer, is a registered financial advisor currently at PATHFINDER WEALTH CONSULTING located in Cary, North Carolina.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexander has 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Greer'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 24, 2025 - Present

PATHFINDER WEALTH CONSULTING

Office #1: 121 Edinburgh South Suite 208, Cary, NC 27511
RIA
CRD#: 336658
Cary, NC
Past

March 3, 2023 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Cary, NC

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".
PW
PATHFINDER WEALTH CONSULTING
PATHFINDER WEALTH CONSULTING | PATHFINDER WEALTH CONSULTING, INC.

CRD#: 336658 / SEC#: 801-134277

RIA
Registered Investment Advisory firm - (9/2/2025 Approved)

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

PW
PATHFINDER WEALTH CONSULTING
PATHFINDER WEALTH CONSULTING | PATHFINDER WEALTH CONSULTING, INC.

CRD#: 336658 / SEC#: 801-134277

RIA
Registered Investment Advisory firm - (9/2/2025 Approved)
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Contact information

Main Address
4018 Oleander Drive Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 793-0616
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (16 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

DECEMBER 2025 ADV PART 2 BROCHURE (12/15/2025)

Regulatory assets under management

Total Number of Accounts653
AUM (Assets Under Management)$ 847,420,810

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

PATHFINDER WEALTH CONSULTING

CRD#: 336658Cary, NC 27511

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