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AV

Alexander B. Vetrano

PUGH WEALTH MANAGEMENT
Knoxville, TN 37923
Some features on this profile are disabled
CRD#: 7610684
AV

Professional summary

Alexander Brian Vetrano is a registered financial advisor currently at PUGH WEALTH MANAGEMENT, LLC located in Knoxville, Tennessee.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexander has worked at 1 firm and has passed the Series 65 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Brian Vetrano'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®
None

Experience

Current

August 8, 2022 - Present

PUGH WEALTH MANAGEMENT, LLC

Office #1: 315 N. Cedar Bluff Suite 200, Knoxville, TN 37923
RIA
CRD#: 306754
Knoxville, TN

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
Tennessee
(8/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/8/2024
Securities Industry Essentials Examination

Current Firm

PW
PUGH WEALTH MANAGEMENT, LLC
PUGH WEALTH MANAGEMENT, LLC

CRD#: 306754 / SEC#:

Tennessee
Registered Investment Advisory firm - (2/20/2020 Approved)
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Contact information

Main Address
315 N. Cedar Bluff Suite 200, Knoxville, TN 37923
Mailing Address
Po Box 32456, Knoxville, TN 37930
Phone number
(865) 251-0920
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts51
AUM (Assets Under Management)$ 43,684,893

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
Report

Red Flags

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.

Company Information

PUGH WEALTH MANAGEMENT, LLC

CRD#: 306754Knoxville, TN 37923

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