Alexander H Dorell
Investment adviser representative at Consilio Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$555.8MFirm assets
5 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
16 years in the industry.
- Consilio Wealth Advisors, LLCJun 2021 to now
- PostmatesDec 2018 to now
- UberJan 2014 to now
- Northwestern Mutual Wealth Management CompanyMay 2018 to Jun 2021
- Northwestern Mutual Investment Services LLCApr 2018 to Jun 2021
- Charles SchwabJul 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Consilio Wealth Advisors, LLC
$555.8MAssets managed
288Clients
7Advisers
5 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
- 5829067
- Firm CRD
- 314466