Alexander David Flachsbart
Professional Summary
Alexander David Flachsbart is a registered financial advisor currently at OPAL ADVISORY LLC located in Birmingham, Alabama. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alexander has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
Current Firm
OPAL ADVISORY LLC
Contact Information
Main Address
1914 Third Ave. North Unit C-1, Birmingham, AL 35203Phone Number
(334) 425-4166# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$59,461,774Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 | Cover Page | Report |
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
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.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
State Registrations and Notice Filings
(3/20/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander David Flachsbart's CRS (Customer Relationship Summary).
Similar Advisors
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BNP PARIBAS SECURITIES CORP.
