Alex Matthew Pettina
Investment adviser representative at &partners
10 yearsExperience
3 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Alex Matthew Pettina? 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
10 years in the industry.
- &partners, LLCApr 2024 to now
- Wells Fargo Clearing Services, LLCJan 2018 to Apr 2024
- Upmc Presbyterian HospitalJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AL, PA, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 6904221
- Firm CRD
- 3767