Ancil Collett
Investment adviser representative at Alexander Investment Services Co.
48 yearsExperience
1 stateRegistered in
$576.8MFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
48 years in the industry.
- Alexander Investment Services Co.Feb 2006 to now
- Ancil Collett, Ca PscSep 1978 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KY).
Alexander Investment Services Co.
$576.8MAssets managed
1,261Clients
9Advisers
51 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
- 4355109
- Firm CRD
- 1037