Best Investors Account Sign in
Inactive

Alex Julian Medin

Empirical Wealth Management

Seattle, WA

Irvine, CA

Claim This Profile
Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
WA RA APPROVED 2022-06-15
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2022-06-15

Branch Locations

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

2955 Main Street Suite 208, Irvine, CA 92614 • 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
Morgan Stanley Smith Barney Llc San Jose CA 04/2016 12/2016
Morgan Stanley Private Bank, N.A. New York NY 06/2016 12/2016
Fidelity Brokerage Services Llc Campbell CA 01/2017 05/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2022
Empirical Wealth Management Irvine CA 06/2022 Present
  • 04/2016 → 12/2016
    Morgan Stanley Smith Barney Llc
    San Jose, CA
  • 06/2016 → 12/2016
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2017 → 05/2022
    Fidelity Brokerage Services Llc
    Campbell, CA
  • 07/2018 → 05/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2022 → Present
    Empirical Wealth Management
    Irvine, CA
Previous Registrations
  • 2018-07-13 → 2022-05-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-02-06 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
  • 2016-06-27 → 2016-12-15
    Morgan Stanley
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-24
  • S66 Uniform Combined State Law Examination
    2016-06-24
Designations
Other Names
  • Alex Medin
  • Alexander Julian Medin

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor