AS
Alexander J. Schnulo
FWG INVESTMENTS
Hurricane, WV 25526
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CRD#: 7133792
AS
Professional summary
Alexander John Schnulo, who also goes by Alex Schnulo, is a registered financial advisor currently at FWG INVESTMENTS, LLC located in Hurricane, West Virginia.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alexander has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Schnulo
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.
1)The Salvation Army Boys & Girls Clubs of Charleston, Not investment related & no fiduciary liability/oversight for organization, address: 301 Tennessee Ave, Charleston, WV 25302, non-profit youth programing, position: Advisory Council President, start 05/2022, approx. 4 business hours/month , duties include fundraising & resource development, directing general vision/mission for the organization, advising staff as appropriate 2)BNI - Power Chapter, not investment related & no fiduciary liability, address: 456 Sourwood Dr, Hardy, VA 24101, business networking group, position: Chapter President, start: 04/2022, approx. 14 business hrs/month, duties include leading weekly meetings, directing chapter goals and growth, building strong connections and mutual referrals for members.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander John Schnulo's 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®
NoneExperience
Current
July 15, 2024 - Present
FWG INVESTMENTS, LLC
Office #1: 3751 Teays Valley Rd, Hurricane, WV 25526RIA
CRD#: 284064
Hurricane, WV
Past
October 15, 2021 - May 10, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Charleston, WV
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".
FI
FWG INVESTMENTS, LLC
FAMILY WEALTH GROUP, LLC | FWG INVESTMENTS, LLC
CRD#: 284064 / SEC#: 801-112954
RIA
Registered Investment Advisory firm - (4/26/2018 Approved)Kentucky
Registered Investment Advisory firm - (6/18/2018 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
Kentucky(7/15/2024)
IAR
North Carolina(3/17/2025)
IAR
West Virginia(7/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/15/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
FI
FWG INVESTMENTS, LLC
FAMILY WEALTH GROUP, LLC | FWG INVESTMENTS, LLC
CRD#: 284064 / SEC#: 801-112954
RIA
Registered Investment Advisory firm - (4/26/2018 Approved)Kentucky
Registered Investment Advisory firm - (6/18/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2704 Old Rosebud Road Suite 160, Lexington, KY 40509
Mailing Address
Phone number
(859) 309-0349
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,525 |
| AUM (Assets Under Management) | $ 250,080,209 |
Red Flags
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Company Information
FWG INVESTMENTS, LLC
CRD#: 284064Hurricane, WV 25526TRUST BUT VERIFY
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