Alex G Markowitz
Investment adviser representative at Alteri Wealth
15 yearsExperience
1 stateRegistered in
$566.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Alteri WealthMay 2024 to now
- Bank of America, N.A.Jan 2012 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2011 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alteri Wealth
Legal name: Alteri Wealth LLC
$566.1MAssets managed
350Clients
3Advisers
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
- 5891998
- Firm CRD
- 331100