Alexander Peter Stojkovic
Investment adviser representative at Amerity Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Amerity Wealth Management, LLCJan 2024 to now
- Alexander Peter Insurance LLCApr 2023 to now
- Alexander Peter Wealth, LLCApr 2023 to now
- Alexander Peter Property ServicesFeb 2023 to now
- Alexander Peter Wealth BvApr 2022 to now
- Alexander Peter Wealth CanadaMar 2022 to now
- Alexander Peter Wealth (UK) LimitedMay 2021 to now
- Beacon Global Advisor Network, LLCMay 2019 to now
- Alexander Peter Wealth Management Europe SlJun 2015 to now
- Alexander Peter Wealth ManagementSep 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 7239125
- Firm CRD
- 322265