Alex Andre jean Mathe-cathala
Investment adviser representative at Lifeworks Advisors, LLC
11 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lifeworks Advisors, LLCJan 2021 to now
- Aimvest Technologies IncSep 2019 to Dec 2020
- Massachusetts Institute of TechnologyJun 2018 to Jun 2019
- Morgan StanleyJan 2018 to Jun 2018
- RothschildJul 2017 to Dec 2017
- Hec ParisJun 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 7357471
- Firm CRD
- 288255