Alejandro Manuel Sierra
Investment adviser representative at Swbc Investment Company
7 yearsExperience
1 stateRegistered in
$256MFirm assets
19 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Swbc Investment CompanyJun 2019 to now
- Swbc Investment Services, LLCJun 2019 to now
- Money Concepts Capital CorpApr 2019 to Jun 2019
- Glp & Associates, Inc.Sep 2018 to Mar 2019
- UnemployedJul 2018 to Aug 2018
- J.P. Morgan Securities LLCOct 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Swbc Investment Company
$256MAssets managed
494Clients
17Advisers
19 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
- 5792775
- Firm CRD
- 140994