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Alexe Dimitrios Rodopoulos

Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Assetmark Brokerage, LLCAug 2014 to now
  2. Assetmark Financial Holdings, IncAug 2014 to now
  3. Assetmark, Inc.Aug 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005
  • Series 63 · Uniform Securities Agent State Law2008

State registrations

Registered as an investment adviser representative in 1 state (GA).

Assetmark, Inc.

$91.8BAssets managed
456,452Clients
217Advisers
27 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
4929697
Firm CRD
109018
Advisor's SEC record (opens in a new tab)
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