Alexander Fischman

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 03/2017 → 07/2021
  Bank Of America, N.A.
  Great Neck, NY
• 07/2021 → 07/2025
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 08/2021 → 07/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hackensack, NJ

Previous Registrations

• 2021-07-22 → 2025-08-20
  Morgan Stanley
  Paramus, NJ
• 2016-12-08 → 2021-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
  Stamford, CT
  Teaneck, NJ

Other Businesses

ALEXANDER FISCHMAN LLC ; INV RELATED;NEW MILFORD,NJ; LLC;100% OWNERSHIP; START DATE: 07/22/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; FISCHMAN AZAR COMPANY LLC ; INV RELATED;FORT LEE,NJ; LLC FOR FINET;50% OWNERSHIP; START DATE: 7/22/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-07
• S63 Uniform Securities Agent State Law Examination
  2012-09-24

Other Names

• Sandy Fischman