Robert Alexandrovic, financial advisor Alpharetta GA

Robert Alexandrovic

CRD Number: 4842279
Current Firm: Merit Financial Advisors

Robert Alexandrovic (CRD# 4842279) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Denver, CO Dec 2022 - Current 1
Merit Financial Group, LLC Alpharetta, GA Sep 2022 - Current 1
Bok Financial Private Wealth, Inc. Denver, CO Mar 2020 - Sep 2022 2
Lpl Financial LLC Denver, CO Mar 2010 - Feb 2020 9
Tedstrom Wealth Advisors,inc(brown&tedstrom Estate Planning,inc) Denver, CO Mar 2010 - Feb 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
S63 Uniform Securities State Law Examination Jan 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert Alexandrovic
Phone Number: 678-867-7050
Registered State(s):
  • CO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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