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Javier Nicieza arias

Investment adviser representative at Alterna Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Alterna Wealth Management, Inc.Apr 2025 to now
  2. Alterna Securities, IncFeb 2025 to now
  3. Alterna Inversiones y Valores SgiicAug 2021 to now
  4. Credit SuisseMar 2019 to Aug 2021
  5. Credit SuisseMay 2016 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Alterna Wealth Management, Inc.

$1.4BAssets managed
1,316Clients
29Advisers
16 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
8032840
Firm CRD
146153
Advisor's SEC record (opens in a new tab)
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