Alejandra Berra
Investment adviser representative at Steward Partners Investment Advisory, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
17 years in the industry.
- Steward Partners Investment Advisory, LLCJun 2026 to now
- Plaza Advisory Group, IncJan 2026 to now
- Steward Partners Investment Solutions, LLCJan 2026 to now
- UnemployedJul 2025 to Dec 2025
- Captiview SalesMar 2025 to Jul 2025
- Commerce BankMay 2009 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 8208190
- Firm CRD
- 283004