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AN

Alexandra C. Neault

CORDA INVESTMENT MANAGEMENT
Austin, TX 78731
Some features on this profile are disabled
CRD#: 7625799
AN

Professional summary

Alexandra Claire Neault, who also goes by Alex Neault, Alexandra Neault, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Austin, Texas.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexandra has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Neault | Alexandra Neault

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 Alexandra Claire Neault's CRS (Customer Relationship Summary).
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

February 19, 2026 - Present

CORDA INVESTMENT MANAGEMENT, LLC

Office #1: 8310 N. Capital Of Texas Hwy Building 1 Prominent Point, Suite 185, Austin, TX 78731
RIA
CRD#: 108046
Austin, TX
Past

May 1, 2023 - February 10, 2026

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Austin, TX
Past

September 20, 2022 - February 10, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Austin, TX

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".
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 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
Texas
(2/19/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/23/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/13/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/1/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2022
Securities Industry Essentials Examination

Current Firm

CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 Approved)
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Contact information

Main Address
8955 Katy Freeway Suite 200, Houston, TX 77024-1626
Mailing Address
Phone number
(713) 439-0665
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (2/10/2026)

Regulatory assets under management

Total Number of Accounts3,099
AUM (Assets Under Management)$ 2,000,124,067

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

CORDA INVESTMENT MANAGEMENT, LLC

CRD#: 108046Austin, TX 78731

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