Alexander J. Rezzo

ANDANTE FINANCIAL

Burlington, MA 01803

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CRD#: 7370928

Professional summary

Alexander James Rezzo, CFP® is a registered financial advisor currently at ANDANTE FINANCIAL located in Burlington, Massachusetts.

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 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander James Rezzo'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 9, 2022 - Present

ANDANTE FINANCIAL

Office #1: 1500 District Avenue, Burlington, MA 01803

RIA

CRD#: 318656

Burlington, MA

Past

May 13, 2021 - January 27, 2022

AVITAS WEALTH MANAGEMENT, LLC

RIA

CRD#: 291155

LOS ANGELES, CA

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

California
(2/9/2022)

IAR

Massachusetts
(8/12/2022)

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

State Security Law Exam

IAR

Series 65

Date: 1/4/2021

Uniform Investment Adviser Law Examination

Current Firm

ANDANTE FINANCIAL

ANDANTE FINANCIAL | ANDANTE FINANCIAL, LLC

CRD#: 318656 / SEC#:

California

Registered Investment Advisory firm - (2/9/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (8/12/2022 Approved)

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Contact information

Main Address

1500 District Avenue, Burlington, MA 01803

Mailing Address

Phone number

(617) 816-4422

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 11,092,055

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexander J. Rezzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander James Rezzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDANTE FINANCIAL

AVITAS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2021

Current Firm

ANDANTE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANDANTE FINANCIAL

TRUST BUT VERIFY

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