Alex Jay Brusda
Investment adviser representative at North Star Asset Management Inc
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$3.4BFirm assets
Are you Alex Jay Brusda? Claim your profile
Contact this firm
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
11 years in the industry.
- North Star Asset Management IncDec 2015 to now
- North Star Asset Mgt IncDec 2015 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
North Star Asset Management Inc
$3.4BAssets managed
3,554Clients
13Advisers
30 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
- 6592138
- Firm CRD
- 106489