Alexandra M Shepis
Investment adviser representative at Francis Financial
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$803.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
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.
- Francis Financial, Inc.Mar 2018 to now
- UnemployedSep 2017 to Feb 2018
- Fordham UniversityAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Francis Financial
Legal name: Francis Financial, Inc.
$803.2MAssets managed
256Clients
9Advisers
14 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
- 6503053
- Firm CRD
- 128067