Alif Karowadia
Investment adviser representative at United Capital Financial Advisors
10 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 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
10 years in the industry.
- United Capital Financial Advisors, LLCMar 2026 to now
- Fisher InvestmentsJun 2024 to now
- N/aJan 2024 to Jun 2024
- Charles Schwab & Co., IncApr 2021 to Jan 2024
- N/aDec 2020 to Apr 2021
- New York Life Insurance Co.Dec 2018 to Dec 2020
- UnemployedJan 2018 to Dec 2018
- Ryder SystemsJul 2017 to Jan 2018
- UnemployedMar 2017 to Jul 2017
- PepsicoMay 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 7054750
- Firm CRD
- 134600