Alexander Allen Peets
Investment adviser representative at Hbw Advisory Services LLC
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Silver Oak Securities, Inc.Aug 2025 to now
- Hbw Advisory Services LLCOct 2017 to now
- Stepwise Financial, IncJul 2017 to now
- UberFeb 2023 to Mar 2023
- Pathwise Financial Inc.Feb 2017 to Jul 2017
- Cetera Wealth Services, LLCJun 2016 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 6166969
- Firm CRD
- 143665