Alexander David Rye
Investment adviser representative at Egsi Investment Management
11 yearsExperience
1 stateRegistered in
$144.7MFirm assets
Under 1 yearFirm 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.
- Egsi Investment Management, Inc.Oct 2025 to now
- Egsi FinancialOct 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2025 to Sep 2025
- Northwestern Mutual Investment Services LLCJan 2025 to Sep 2025
- Northwestern Mutual Life Insurance CompanyDec 2024 to Sep 2025
- Pediatric Ophthalmology AssociatesSep 2020 to Nov 2024
- UnemployedMay 2020 to Sep 2020
- ScribeamericaJan 2019 to May 2020
- Michigan State UniversityJan 2016 to Dec 2019
- StudentAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Egsi Investment Management
Legal name: Egsi Investment Management, Inc.
$144.7MAssets managed
278Clients
3Advisers
Under 1 yearIn 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
- 7990033
- Firm CRD
- 171488