Alex Cal
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Foundations Investment Advisors, LLCOct 2023 to now
- Cetera Investment Advisers LLCSep 2020 to Oct 2023
- Cetera Investment Services LLCAug 2020 to Oct 2023
- Travelers InsuranceJun 2019 to Aug 2019
- Central Connecticut State UniversityJul 2018 to May 2020
- Big YMar 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 7281488
- Firm CRD
- 175083