Alexander Xerxes Pazdan
Investment adviser representative at Planrock Wealth Strategies, LLC
24 yearsExperience
1 stateRegistered in
$71.1MFirm assets
6 yearsFirm in business
Are you Alexander Xerxes Pazdan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Planrock Wealth Strategies, LLCApr 2026 to now
- Planrock Investment ManagementJul 2023 to now
- Persistent Capital ManagementJul 2002 to now
- Victory Capital ManagementApr 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Planrock Wealth Strategies, LLC
Legal name: Planrock Investment Management, LLC
$71.1MAssets managed
55Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2608027
- Firm CRD
- 304803