Alexey Igorivich Caswell-yatsenko
Investment adviser representative at Wealth Script Advisors
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$121.4MFirm assets
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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
11 years in the industry.
- Wealth Script AdvisorsMar 2025 to now
- Caswell-yatsenko, Alexey, IgorevichMar 2025 to now
- Rhs Financial, LLCNov 2018 to Mar 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2018
- Fidelity Brokerage Services LLCOct 2015 to Nov 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealth Script Advisors
Legal name: Wealth Script Advisors LLC
$121.4MAssets managed
51Clients
1Advisers
Under 1 yearIn 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
- 5828804
- Firm CRD
- 334760