Alex Barrese
Investment adviser representative at The Ameriflex Group
20 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 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
20 years in the industry.
- The Ameriflex GroupMar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Anthony Barrese Asset ManagementAug 2018 to now
- LPL Financial LLCJul 2025 to Mar 2026
- Cadaret Grant & Co., Inc.May 2020 to Jul 2025
- Siena CollegeJun 2019 to May 2020
- New Paltz Central School DistrictSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 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
- 7005311
- Firm CRD
- 305585