Alexander Carnevale Morettini
Investment adviser representative at Ira Group, Inc.
21 yearsExperience
1 stateRegistered in
$15.4BFirm assets
17 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 feeOther
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
21 years in the industry.
- Ira Group, Inc.Jul 2023 to now
- Investment Research & Advisory Group, Inc.Jan 2023 to now
- University of GeorgiaJan 2021 to Jan 2023
- Piedmont UniversityAug 2018 to Dec 2020
- Woodward AcademyAug 2005 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 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
- 7713523
- Firm CRD
- 126246