Alex Robert Buellesbach

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2016 → 07/2023
  Morgan Stanley
  Mclean, VA
• 04/2016 → 07/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2023 → Present
  Lpl Financial Llc
  Mclean, VA
• 06/2020 → 07/2023
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-06-15 → 2023-08-02
  Morgan Stanley
  Chicago, IL
  South Jordan, UT
  Chicago, IL
  Mclean, VA

Other Businesses

1.09/29/2023; Buellesbach Financial LTD.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/02/2023; 50hrs/mth; 50hrs during trading 2.10/31/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cottage Hill Capital; Investment Related; at Reported Business Location(s); Start Date 01/10/2024; 50hrs/mth; 50hrs during trading 3.09/03/2024; Mass Mutual; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/19/2024; 15hrs/mth; 15hrs during trading 4.10/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Medical Advisor Group; Investment Related; at Reported Business Location(s); Start Date 10/08/2025; 10hrs/mth; 10hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-06-15

Other Names

• Alex Buellesbach
• Alexander Robert Buellesbach