Alexandra Rose addington Stickelman
Investment adviser representative at Root Financial Partners
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Root Financial PartnersMar 2025 to now
- Rossby Financial, LLCAug 2024 to Mar 2025
- Sienna Charles, LLCApr 2024 to Aug 2024
- Purshe Kaplan Sterling Investments, IncJul 2019 to Jan 2023
- Cambridge Investment Research Advisors, Inc.Oct 2015 to Jul 2019
- Cambridge Investment Research, Inc.Apr 2015 to Jul 2019
- Turning Point FinancialOct 2014 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 6408420
- Firm CRD
- 290289