Best Investors Account Sign in

Alex G Markowitz

Alteri Wealth

Westlake Village, CA

Claim This Profile
Current Employers
Alteri Wealth

4195 East Thousand Oaks Blvd. Suite 250, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

4195 East Thousand Oaks Blvd. Suite 250, Westlake Village, CA 91362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 01/2011 05/2024
Bank Of America, N.A. Westlake Village CA 01/2012 05/2024
Alteri Wealth Westlake Village CA 05/2024 Present
Purshe Kaplan Sterling Investments Albany NY 07/2025 Present
Previous Registrations
  • 2011-12-20 → 2024-05-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Woodland Hills, CA
    Thousand Oaks, CA
    Calabasas, CA
    Encino, CA
    Westlake Village, CA
    Westlake Village, CA
    Westlake Village, CA
    Encino, CA
    Westlake Village, CA
    Woodland Hills, CA
    Westlake Village, CA
Other Businesses

PKS as RR; investment related at RIA registered location; 7/2025; 160/160 client acquisition and relationship management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-16
  • S66 Uniform Combined State Law Examination
    2011-12-16
Other Names
  • Alex Garrett Markowitz

View on SEC IAPD

Other Firms

MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN

Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor