Ivy Monique Alexander
Investment adviser representative at Rzh Advisors LLC
13 yearsExperience
2 statesRegistered in
$2.4BFirm assets
16 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
Experience
13 years in the industry.
- Rzh Advisors LLCJul 2024 to now
- Wbh Advisory, IncOct 2018 to Jul 2024
- T. Rowe PriceFeb 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Rzh Advisors LLC
Legal name: Relyea Zuckerberg Hanson, LLC
$2.4BAssets managed
451Clients
7Advisers
16 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
- 6337827
- Firm CRD
- 125696