Alex David Robert
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Steward Partners Investment Advisory, LLCDec 2025 to now
- Steward Partners Investment Solutions, LLCOct 2025 to now
- Steward Partners Global Advisory, LLCSep 2025 to now
- AlphasightsJul 2024 to Aug 2025
- StudentAug 2023 to Jul 2024
- State Street Global AdvisorsJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- Cape Cod NationalJun 2022 to Aug 2022
- StudentSep 2018 to Jun 2022
- Martindale Country ClubJun 2016 to Aug 2018
- StudentSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
Steward Partners Investment Advisory, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8157379
- 283004