AH
Alexander M. Hoover
PRECISION WEALTH STRATEGIES
St. Louis, MO 63109
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CRD#: 7182849
AH
Professional summary
Alexander Mark Hoover is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in St. Louis, Missouri.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Alexander has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
1. 9/16/2020 - Cornerstone Wealth Management - DBA: Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/9/2020 - 100 Hours Per Month/8 Hours During Securities Trading. 2. 9/29/2020 - Legends Financial Services Group - DBA: Legends Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/9/2020 - 100 Hours Per Month/8 Hours During Securities Trading. 3. 7/7/2021 - Cornerstone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/24/2021 - 40 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 100 Hours Per Month/8 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Mark Hoover'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 31, 2023 - Present
PRECISION WEALTH STRATEGIES, LLC
Office #1: 4622 Macklind Ave, St. Louis, MO 63109RIA
CRD#: 299827
St. Louis, MO
Past
February 6, 2020 - July 27, 2023
CORNERSTONE WEALTH MANAGEMENT, LLC
RIA
CRD#: 164666
Chesterfield, MO
Past
October 29, 2019 - July 24, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
CHESTERFIELD, MO
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
PRECISION WEALTH STRATEGIES, LLC
PRECISION WEALTH STRATEGIES, LLC
CRD#: 299827 / SEC#: 801-114482
RIA
Registered Investment Advisory firm - (1/28/2019 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
Missouri(7/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PW
PRECISION WEALTH STRATEGIES, LLC
PRECISION WEALTH STRATEGIES, LLC
CRD#: 299827 / SEC#: 801-114482
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4622 Macklind Ave, St. Louis, MO 63109
Mailing Address
Phone number
(314) 994-6460
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 386,268,992 |
Red Flags
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