Alecia Beth Fisher dougherty
Investment adviser representative at Uniting Wealth Partners
13 yearsExperience
1 stateRegistered in
$934.6MFirm assets
2 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Uniting Wealth Partners, LLCJun 2025 to now
- Naviter Wealth, LLCApr 2023 to Jun 2025
- Cambridge Investment Research Advisors, Inc.Feb 2018 to Apr 2023
- Cambridge Investment Research, Inc.Feb 2018 to Apr 2023
- High Falls Advisors, Inc.Dec 2013 to Feb 2018
- Leigh Baldwin & Co., Inc.Dec 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 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
- 5397757
- Firm CRD
- 332317