Alexander K. Gellerstedt
Professional summary
Alexander Konrad Gellerstedt is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
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 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Konrad Gellerstedt's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2024 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220September 23, 2021 - January 22, 2024
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2024)
Exams
Series 7TO
Date: 9/23/2021
General Securities Representative ExaminationCurrent Firm
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
Red Flags
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